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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 | $26,180 | $150,447-82.6% | $136,298-80.8% | $147,586-82.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.83% | 1049.15%-1045.3pp | 5156.27%-5152.4pp | 578.59%-574.8pp |
| Employer contribution / active EE | $3,844 | $5,256-26.9% | $4,696-18.1% | $4,876-21.2% |
| Participant deferral / active EE | $1,400 | $6,631-78.9% | $6,247-77.6% | $5,439-74.3% |
| Admin fee / account holder | $57 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |