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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 | $15,357 | $25,979-40.9% | $71,755-78.6% | $68,486-77.6% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -23.27% | -15.10%-8.2pp | 9.09%-32.4pp | -7.85%-15.4pp |
| Employer contribution / active EE | $7,124 | $900+691.2% | $1,704+318.2% | $2,597+174.3% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $82 | $2,022-95.9% | $3,972-97.9% | $5,404-98.5% |