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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 | $11,586 | $109,905-89.5% | $98,506-88.2% | $167,553-93.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.17% | 1960.20%-1955.0pp | 1494.92%-1489.8pp | 478.89%-473.7pp |
| Employer contribution / active EE | $1,501 | $3,226-53.5% | $2,961-49.3% | $4,840-69.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $59 | $6,760-99.1% | $5,955-99.0% | $12,316-99.5% |