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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 | $8,772 | $27,936-68.6% | $58,561-85.0% | $75,173-88.3% |
| Participation rate | 94.1% | 38.8%+55.3pp | 50.9%+43.2pp | 67.2%+26.9pp |
| Annual return | 6.16% | 44.21%-38.1pp | 4251.33%-4245.2pp | 160.72%-154.6pp |
| Employer contribution / active EE | $1,335 | $670+99.4% | $1,053+26.7% | $2,671-50.0% |
| Participant deferral / active EE | $152 | $1,202-87.4% | $1,923-92.1% | $4,126-96.3% |
| Admin fee / account holder | $217 | $1,727-87.4% | $2,520-91.4% | $5,651-96.2% |