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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 | $167,030-96.2% | $135,768-95.3% | $155,188-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 3.67% | 678.39%-674.7pp | 526.10%-522.4pp | 148.84%-145.2pp |
| Employer contribution / active EE | $1,000 | $4,132-75.8% | $3,394-70.5% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |