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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 | $124,324 | $87,016+42.9% | $63,244+96.6% | $125,389-0.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.57% | 21.71%-26.3pp | -70.31%+65.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $5,000 | $3,601+38.9% | $2,322+115.3% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |