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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 | $18,796 | $80,812-76.7% | $160,784-88.3% | $82,448-77.2% |
| Participation rate | 80.0% | 66.2%+13.8pp | 77.0%+3.0pp | 68.1%+11.9pp |
| Annual return | 2.91% | 100.59%-97.7pp | 1803.92%-1801.0pp | 41.64%-38.7pp |
| Employer contribution / active EE | $4,206 | $2,174+93.5% | $3,733+12.7% | $2,551+64.9% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,695-100.0% | $9,717-100.0% | $7,234-100.0% |