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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 | $17,689 | $108,897-83.8% | $100,378-82.4% | $145,877-87.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 58.17%-50.8pp | 49.41%-42.0pp | 551.28%-543.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,680 | $8,455-80.1% | $8,087-79.2% | $6,691-74.9% |
| Admin fee / account holder | $263 | $9,690-97.3% | $7,899-96.7% | $13,402-98.0% |