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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 | $76,522-84.4% | $56,033-78.7% | $145,884-91.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | -0.72% | 3014.28%-3015.0pp | 1711.38%-1712.1pp | 551.85%-552.6pp |
| Employer contribution / active EE | $4,247 | $1,382+207.3% | $1,041+308.0% | $4,662-8.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $59 | $3,328-98.2% | $2,827-97.9% | $13,392-99.6% |