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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 | $14,835 | $99,017-85.0% | $86,587-82.9% | $147,585-89.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.93% | 1312.37%-1307.4pp | 964.86%-959.9pp | 578.56%-573.6pp |
| Employer contribution / active EE | $1,513 | $3,132-51.7% | $2,839-46.7% | $4,876-69.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |