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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 | $29,862 | $88,778-66.4% | $81,844-63.5% | $145,884-79.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.33% | 1033.03%-1025.7pp | 778.87%-771.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $382 | $3,087-87.6% | $2,916-86.9% | $4,662-91.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |