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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 | $17,878 | $86,701-79.4% | $73,309-75.6% | $125,389-85.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -4.92% | 2.78%-7.7pp | 5.67%-10.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $6,195 | $4,152+49.2% | $3,237+91.4% | $4,866+27.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $113 | $7,768-98.5% | $5,635-98.0% | $9,541-98.8% |