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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 | $17,989 | $107,368-83.2% | $92,915-80.6% | $152,909-88.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.07% | 145.64%-140.6pp | 109.45%-104.4pp | 345.46%-340.4pp |
| Employer contribution / active EE | $1,700 | $4,222-59.7% | $3,653-53.5% | $4,764-64.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |