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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 | $7,552 | $96,388-92.2% | $80,627-90.6% | $139,466-94.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 7.08% | 1352.08%-1345.0pp | 936.76%-929.7pp | 373.66%-366.6pp |
| Employer contribution / active EE | $3,337 | $3,260+2.4% | $2,723+22.6% | $4,754-29.8% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |