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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 | $72,465-85.4% | $67,575-84.3% | $145,884-92.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.02% | 7222.56%-7220.5pp | 3528.98%-3527.0pp | 551.85%-549.8pp |
| Employer contribution / active EE | $4,854 | $3,074+57.9% | $2,736+77.4% | $4,662+4.1% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9 | $5,515-99.8% | $3,993-99.8% | $13,392-99.9% |