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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 | $17,677 | $27,936-36.7% | $58,561-69.8% | $75,173-76.5% |
| Participation rate | 89.2% | 38.8%+50.3pp | 50.9%+38.3pp | 67.2%+22.0pp |
| Annual return | 8.84% | 44.21%-35.4pp | 4251.33%-4242.5pp | 160.72%-151.9pp |
| Employer contribution / active EE | $3,750 | $670+460.1% | $1,053+256.0% | $2,671+40.4% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $164 | $1,727-90.5% | $2,520-93.5% | $5,651-97.1% |