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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 | $11,270 | $88,815-87.3% | $81,882-86.2% | $145,897-92.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.54% | 1033.75%-1025.2pp | 779.47%-770.9pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $394 | $4,647-91.5% | $4,323-90.9% | $6,689-94.1% |
| Admin fee / account holder | $33 | $8,434-99.6% | $7,360-99.6% | $13,390-99.8% |