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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 | $2,160 | $27,924-92.3% | $58,544-96.3% | $75,181-97.1% |
| Participation rate | 70.0% | 38.8%+31.2pp | 50.9%+19.1pp | 67.2%+2.8pp |
| Annual return | 8.55% | 44.20%-35.6pp | 4249.56%-4241.0pp | 160.69%-152.1pp |
| Employer contribution / active EE | $800 | $669+19.6% | $1,053-24.0% | $2,671-70.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $95 | $1,726-94.5% | $2,520-96.2% | $5,650-98.3% |