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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 | $12,239 | $110,039-88.9% | $97,260-87.4% | $145,884-91.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 0.69% | 244.44%-243.8pp | 75.54%-74.9pp | 551.85%-551.2pp |
| Employer contribution / active EE | $7,339 | $3,074+138.7% | $2,721+169.7% | $4,662+57.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13 | $6,204-99.8% | $5,640-99.8% | $13,392-99.9% |