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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 | $21,373 | $102,638-79.2% | $81,982-73.9% | $158,982-86.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.05% | 61.05%-61.0pp | 41.31%-41.3pp | 302.99%-302.9pp |
| Employer contribution / active EE | $1,863 | $3,241-42.5% | $2,498-25.4% | $4,763-60.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |