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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 | $10,604 | $72,426-85.4% | $67,560-84.3% | $145,897-92.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.02% | 7226.78%-7224.8pp | 3533.50%-3531.5pp | 552.29%-550.3pp |
| Employer contribution / active EE | $4,854 | $3,074+57.9% | $2,737+77.4% | $4,663+4.1% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $5,514-99.8% | $3,994-99.8% | $13,390-99.9% |