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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 | $47,076 | $107,941-56.4% | $91,994-48.8% | $152,909-69.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | -5.44% | 89.28%-94.7pp | 69.04%-74.5pp | 345.46%-350.9pp |
| Employer contribution / active EE | $3,500 | $4,212-16.9% | $3,453+1.4% | $4,764-26.5% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $10,521-99.7% | $7,744-99.6% | $11,601-99.7% |