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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 | $51,080 | $90,486-43.5% | $78,676-35.1% | $273,972-81.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | -0.92% | 75.62%-76.5pp | 62.19%-63.1pp | 41.46%-42.4pp |
| Employer contribution / active EE | $17,270 | $3,175+443.9% | $2,850+506.0% | $4,869+254.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |