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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 | $34,385 | $78,694-56.3% | $67,652-49.2% | $125,389-72.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -9.63% | 9.46%-19.1pp | 6625.40%-6635.0pp | 282.24%-291.9pp |
| Employer contribution / active EE | $1,233 | $3,044-59.5% | $2,266-45.6% | $4,866-74.7% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $254 | $7,403-96.6% | $4,821-94.7% | $9,541-97.3% |