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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 | $30,237 | $166,131-81.8% | $164,975-81.7% | $145,877-79.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.89% | 100.37%-107.3pp | 70.12%-77.0pp | 551.28%-558.2pp |
| Employer contribution / active EE | $5,631 | $5,276+6.7% | $4,343+29.7% | $4,663+20.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $193 | $16,648-98.8% | $12,688-98.5% | $13,402-98.6% |