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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 | $76,608-84.5% | $56,077-78.8% | $145,877-91.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | -0.72% | 3009.59%-3010.3pp | 1709.28%-1710.0pp | 551.28%-552.0pp |
| Employer contribution / active EE | $4,247 | $1,382+207.4% | $1,040+308.3% | $4,663-8.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $59 | $3,325-98.2% | $2,825-97.9% | $13,402-99.6% |