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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 | $6,391 | $149,040-95.7% | $120,225-94.7% | $137,256-95.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 3.67% | 605.68%-602.0pp | 439.23%-435.6pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,000 | $4,350-77.0% | $3,475-71.2% | $4,156-75.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |