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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 | $9,108 | $96,691-90.6% | $86,656-89.5% | $139,487-93.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 1.12% | 106.87%-105.7pp | 593.09%-592.0pp | 373.84%-372.7pp |
| Employer contribution / active EE | $3,933 | $3,267+20.4% | $3,025+30.0% | $4,755-17.3% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |