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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 | $88,778-87.3% | $81,844-86.2% | $145,884-92.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.54% | 1033.03%-1024.5pp | 778.87%-770.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $394 | $4,648-91.5% | $4,323-90.9% | $6,690-94.1% |
| Admin fee / account holder | $33 | $8,430-99.6% | $7,355-99.6% | $13,392-99.8% |