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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 | $11,861 | $88,815-86.6% | $81,882-85.5% | $145,897-91.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.36% | 1033.75%-1025.4pp | 779.47%-771.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $4,560 | $3,086+47.8% | $2,916+56.4% | $4,663-2.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |