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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 | $72,446-75.2% | $67,561-73.4% | $145,877-87.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.75% | 7211.98%-7204.2pp | 3525.44%-3517.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | $3,265 | $3,072+6.3% | $2,735+19.4% | $4,663-30.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $272 | $5,541-95.1% | $4,006-93.2% | $13,402-98.0% |