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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 | $19,030 | $72,396-73.7% | $67,511-71.8% | $145,959-87.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 3.70% | 7194.07%-7190.4pp | 3517.41%-3513.7pp | 561.95%-558.2pp |
| Employer contribution / active EE | $4,721 | $3,071+53.7% | $2,733+72.8% | $4,661+1.3% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $143 | $5,538-97.4% | $3,999-96.4% | $13,398-98.9% |