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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 | $23,905 | $56,197-57.5% | $67,652-64.7% | $59,633-59.9% |
| Participation rate | 98.6% | 71.5%+27.1pp | 75.7%+22.9pp | 68.7%+29.9pp |
| Annual return | -3.09% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $2,500 | $1,615+54.8% | $2,266+10.3% | $2,203+13.5% |
| Participant deferral / active EE | $878 | $2,844-69.1% | $3,560-75.3% | $3,192-72.5% |
| Admin fee / account holder | $253 | $3,958-93.6% | $4,821-94.8% | $4,297-94.1% |