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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 | $11,911 | $76,785-84.5% | $56,441-78.9% | $145,959-91.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | -0.72% | 3000.51%-3001.2pp | 1704.21%-1704.9pp | 561.95%-562.7pp |
| Employer contribution / active EE | $4,247 | $1,381+207.7% | $1,039+308.8% | $4,661-8.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $59 | $3,334-98.2% | $2,829-97.9% | $13,398-99.6% |