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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 | $16,244 | $99,009-83.6% | $86,581-81.2% | $147,585-89.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.90% | 1312.70%-1305.8pp | 965.06%-958.2pp | 578.58%-571.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $250 | $3,972-93.7% | $3,609-93.1% | $5,439-95.4% |
| Admin fee / account holder | $152 | $5,709-97.3% | $4,904-96.9% | $10,886-98.6% |