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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 | $24,480 | $65,555-62.7% | $86,216-71.6% | $75,173-67.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.38% | 46.07%-34.7pp | 1169.42%-1158.0pp | 160.72%-149.3pp |
| Employer contribution / active EE | $9,740 | $1,553+527.0% | $2,382+309.0% | $2,671+264.7% |
| Participant deferral / active EE | $246 | $3,023-91.9% | $3,986-93.8% | $4,126-94.0% |
| Admin fee / account holder | $52 | $5,469-99.1% | $6,853-99.2% | $5,651-99.1% |