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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 | $10,367 | $109,905-90.6% | $98,506-89.5% | $167,553-93.8% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 2.15% | 1960.20%-1958.1pp | 1494.92%-1492.8pp | 478.89%-476.7pp |
| Employer contribution / active EE | $1,396 | $3,226-56.7% | $2,961-52.8% | $4,840-71.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $25 | $6,760-99.6% | $5,955-99.6% | $12,316-99.8% |