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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 | $19,791 | $100,911-80.4% | $90,440-78.1% | $158,966-87.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.86% | 1726.62%-1721.8pp | 1294.38%-1289.5pp | 302.95%-298.1pp |
| Employer contribution / active EE | $3,752 | $3,690+1.7% | $3,263+15.0% | $4,762-21.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |