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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 | $60,122 | $109,872-45.3% | $98,483-39.0% | $167,536-64.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.53% | 1959.31%-1950.8pp | 1494.38%-1485.9pp | 478.82%-470.3pp |
| Employer contribution / active EE | $1,548 | $3,225-52.0% | $2,961-47.7% | $4,839-68.0% |
| Participant deferral / active EE | $163 | $4,673-96.5% | $4,276-96.2% | $6,342-97.4% |
| Admin fee / account holder | $17 | $6,757-99.8% | $5,953-99.7% | $12,315-99.9% |