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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 | $22,347 | $67,372-66.8% | $60,906-63.3% | $134,532-83.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.30% | 50.05%-71.3pp | 16.94%-38.2pp | 418.27%-439.6pp |
| Employer contribution / active EE | $407 | $3,099-86.9% | $2,703-84.9% | $4,741-91.4% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $233 | $4,588-94.9% | $3,227-92.8% | $11,429-98.0% |