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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 | $61,315 | $69,248-11.5% | $64,101-4.3% | $139,466-56.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -8.34% | 45.95%-54.3pp | 33.72%-42.1pp | 373.66%-382.0pp |
| Employer contribution / active EE | $6,015 | $3,185+88.9% | $2,749+118.8% | $4,754+26.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $247 | $4,247-94.2% | $3,070-92.0% | $11,409-97.8% |