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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 | $26,535 | $169,161-84.3% | $129,295-79.5% | $145,959-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.99% | 14348.07%-14341.1pp | 9429.28%-9422.3pp | 561.95%-555.0pp |
| Employer contribution / active EE | $8,000 | $5,543+44.3% | $4,157+92.4% | $4,661+71.6% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $221 | $9,878-97.8% | $7,665-97.1% | $13,398-98.3% |