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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 | $8,113 | $96,678-91.6% | $86,640-90.6% | $139,466-94.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.16% | 106.69%-97.5pp | 592.52%-583.4pp | 373.66%-364.5pp |
| Employer contribution / active EE | $399 | $3,265-87.8% | $3,024-86.8% | $4,754-91.6% |
| Participant deferral / active EE | $416 | $4,837-91.4% | $4,438-90.6% | $6,712-93.8% |
| Admin fee / account holder | $31 | $6,410-99.5% | $5,616-99.5% | $11,409-99.7% |