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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 | $17,968 | $72,426-75.2% | $67,560-73.4% | $145,897-87.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.75% | 7226.78%-7219.0pp | 3533.50%-3525.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,265 | $3,074+6.2% | $2,737+19.3% | $4,663-30.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $272 | $5,514-95.1% | $3,994-93.2% | $13,390-98.0% |