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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 | $22,727 | $109,830-79.3% | $98,452-76.9% | $167,497-86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.08% | 1957.04%-1949.0pp | 1492.96%-1484.9pp | 478.62%-470.5pp |
| Employer contribution / active EE | $7,212 | $3,224+123.7% | $2,960+143.6% | $4,838+49.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $5,948-100.0% | $12,310-100.0% |