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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 | $2,379 | $29,716-92.0% | $56,077-95.8% | $80,925-97.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 5.02% | 35.30%-30.3pp | 1709.28%-1704.3pp | 35.65%-30.6pp |
| Employer contribution / active EE | $627 | $671-6.6% | $1,040-39.7% | $2,756-77.3% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $137 | $2,432-94.4% | $2,825-95.1% | $6,940-98.0% |