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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,895 | $106,008-65.2% | $92,240-60.0% | $147,586-75.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.28% | 50.05%-40.8pp | 176.29%-167.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $18,533 | $4,333+327.7% | $3,680+403.7% | $4,876+280.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $283 | $6,333-95.5% | $5,194-94.6% | $10,886-97.4% |