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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 | $22,503 | $112,933-80.1% | $90,970-75.3% | $158,982-85.8% |
| Participation rate | 81.3% | 74.7%+6.5pp | 69.0%+12.2pp | 82.0%-0.7pp |
| Annual return | 3.03% | 215.82%-212.8pp | 134.60%-131.6pp | 302.99%-300.0pp |
| Employer contribution / active EE | $5,121 | $2,893+77.0% | $2,122+141.4% | $4,763+7.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $108 | $8,047-98.7% | $5,961-98.2% | $11,252-99.0% |