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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 | $15,542 | $88,815-82.5% | $81,882-81.0% | $145,897-89.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.83% | 1033.75%-1030.9pp | 779.47%-776.6pp | 552.29%-549.5pp |
| Employer contribution / active EE | $8,504 | $3,086+175.5% | $2,916+191.6% | $4,663+82.4% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21 | $8,434-99.8% | $7,360-99.7% | $13,390-99.8% |