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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 | $27,498 | $202,430-86.4% | $169,369-83.8% | $139,427-80.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.43% | 531.86%-531.4pp | 405.70%-405.3pp | 373.27%-372.8pp |
| Employer contribution / active EE | $1,891 | $4,690-59.7% | $4,011-52.9% | $4,752-60.2% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $10,716-100.0% | $9,009-100.0% | $11,404-100.0% |