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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 | $24,082 | $176,688-86.4% | $130,660-81.6% | $152,909-84.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.30% | 2693.08%-2687.8pp | 1709.29%-1704.0pp | 345.46%-340.2pp |
| Employer contribution / active EE | $3,055 | $5,743-46.8% | $4,092-25.3% | $4,764-35.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $99 | $7,131-98.6% | $5,463-98.2% | $11,601-99.1% |