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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 | $77,168 | $169,237-54.4% | $129,339-40.3% | $145,978-47.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.08% | 14364.43%-14359.4pp | 9437.05%-9432.0pp | 550.52%-545.4pp |
| Employer contribution / active EE | $765 | $5,540-86.2% | $4,154-81.6% | $4,662-83.6% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $9,882-99.8% | $7,668-99.8% | $13,400-99.9% |