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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 | $12,105 | $109,905-89.0% | $98,506-87.7% | $167,553-92.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.00% | 1960.20%-1953.2pp | 1494.92%-1487.9pp | 478.89%-471.9pp |
| Employer contribution / active EE | $1,727 | $3,226-46.5% | $2,961-41.7% | $4,840-64.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $144 | $6,760-97.9% | $5,955-97.6% | $12,316-98.8% |