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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 | $169,336-84.3% | $129,384-79.5% | $145,884-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.99% | 14408.70%-14401.7pp | 9461.77%-9454.8pp | 551.85%-544.9pp |
| Employer contribution / active EE | $8,000 | $5,540+44.4% | $4,153+92.6% | $4,662+71.6% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $221 | $9,912-97.8% | $7,686-97.1% | $13,392-98.3% |