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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 | $15,969 | $104,577-84.7% | $76,667-79.2% | $152,909-89.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 0.08% | 1014.36%-1014.3pp | 1166.74%-1166.7pp | 345.46%-345.4pp |
| Employer contribution / active EE | $5,474 | $3,119+75.5% | $2,303+137.7% | $4,764+14.9% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |