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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 | $23,750 | $124,175-80.9% | $108,405-78.1% | $167,536-85.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.24% | 1380.13%-1370.9pp | 905.55%-896.3pp | 478.82%-469.6pp |
| Employer contribution / active EE | $8,000 | $4,188+91.0% | $3,559+124.8% | $4,839+65.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $128 | $9,457-98.6% | $7,297-98.2% | $12,315-99.0% |