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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 | $21,361 | $84,708-74.8% | $75,714-71.8% | $167,536-87.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 3.80% | 199.62%-195.8pp | 104.62%-100.8pp | 478.82%-475.0pp |
| Employer contribution / active EE | $1,651 | $3,231-48.9% | $2,744-39.8% | $4,839-65.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |