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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 | $32,210 | $176,402-81.7% | $134,162-76.0% | $158,982-79.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.06% | 63.66%-63.6pp | 36.35%-36.3pp | 302.99%-302.9pp |
| Employer contribution / active EE | $4,450 | $5,042-11.7% | $3,705+20.1% | $4,763-6.6% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |