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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 | $14,710 | $108,897-86.5% | $100,378-85.3% | $145,877-89.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.61% | 58.17%-52.6pp | 49.41%-43.8pp | 551.28%-545.7pp |
| Employer contribution / active EE | $11,491 | $4,420+160.0% | $3,942+191.5% | $4,663+146.4% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33 | $9,690-99.7% | $7,899-99.6% | $13,402-99.8% |