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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 | $19,619 | $169,161-88.4% | $129,295-84.8% | $145,959-86.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.46% | 14348.07%-14340.6pp | 9429.28%-9421.8pp | 561.95%-554.5pp |
| Employer contribution / active EE | $5,264 | $5,543-5.0% | $4,157+26.6% | $4,661+12.9% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |