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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 | $17,588 | $180,749-90.3% | $160,784-89.1% | $137,256-87.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.18% | 2234.46%-2231.3pp | 1803.92%-1800.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $4,529 | $4,155+9.0% | $3,733+21.3% | $4,156+9.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $122 | $10,397-98.8% | $9,717-98.7% | $12,270-99.0% |