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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 | $25,974 | $176,120-85.3% | $159,487-83.7% | $167,553-84.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.77% | 331.95%-326.2pp | 263.71%-257.9pp | 478.89%-473.1pp |
| Employer contribution / active EE | $2,752 | $5,299-48.1% | $4,831-43.0% | $4,840-43.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |