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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 | $49,771 | $100,911-50.7% | $90,440-45.0% | $158,966-68.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.62% | 1726.62%-1721.0pp | 1294.38%-1288.8pp | 302.95%-297.3pp |
| Employer contribution / active EE | $3,432 | $3,690-7.0% | $3,263+5.2% | $4,762-27.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $31 | $6,507-99.5% | $5,615-99.4% | $11,250-99.7% |