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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 | $12,116 | $100,279-87.9% | $81,353-85.1% | $145,884-91.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -0.24% | 34.49%-34.7pp | 24.82%-25.1pp | 551.85%-552.1pp |
| Employer contribution / active EE | $450 | $2,979-84.9% | $2,464-81.7% | $4,662-90.3% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |