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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 | $22,852 | $76,522-70.1% | $56,033-59.2% | $145,884-84.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.14% | 3014.28%-3009.1pp | 1711.38%-1706.2pp | 551.85%-546.7pp |
| Employer contribution / active EE | $8,464 | $1,382+512.3% | $1,041+713.1% | $4,662+81.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $183 | $3,328-94.5% | $2,827-93.5% | $13,392-98.6% |