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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 | $13,407 | $72,071-81.4% | $68,368-80.4% | $137,256-90.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.99% | 353.14%-349.2pp | 292.57%-288.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $2,000 | $2,788-28.3% | $2,649-24.5% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $242 | $5,336-95.5% | $5,150-95.3% | $12,270-98.0% |