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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 | $12,735 | $90,530-85.9% | $76,030-83.2% | $145,897-91.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.47% | 625.08%-620.6pp | 361.54%-357.1pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,306 | $3,319-60.7% | $2,688-51.4% | $4,663-72.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $277 | $8,383-96.7% | $6,421-95.7% | $13,390-97.9% |