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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 | $31,386 | $165,381-81.0% | $149,730-79.0% | $158,966-80.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -18.14% | 348.29%-366.4pp | 276.70%-294.8pp | 302.95%-321.1pp |
| Employer contribution / active EE | $2,964 | $5,104-41.9% | $4,645-36.2% | $4,762-37.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $116 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |