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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 | $18,173 | $73,518-75.3% | $63,003-71.2% | $147,585-87.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.06% | 175.46%-167.4pp | 87.59%-79.5pp | 578.57%-570.5pp |
| Employer contribution / active EE | $813 | $3,322-75.5% | $2,760-70.5% | $4,876-83.3% |
| Participant deferral / active EE | $684 | $4,183-83.6% | $3,329-79.4% | $5,439-87.4% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |