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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 | $12,720 | $65,440-80.6% | $98,506-87.1% | $85,851-85.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.20% | 21.75%-10.6pp | 1494.92%-1483.7pp | 318.63%-307.4pp |
| Employer contribution / active EE | $1,053 | $2,169-51.5% | $2,961-64.4% | $2,565-59.0% |
| Participant deferral / active EE | $393 | $3,168-87.6% | $4,277-90.8% | $3,952-90.1% |
| Admin fee / account holder | $178 | $4,596-96.1% | $5,955-97.0% | $6,261-97.2% |