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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 | $146,280 | $95,193+53.7% | $76,523+91.2% | $135,382+8.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -34.05% | 4.85%-38.9pp | -0.27%-33.8pp | 519.77%-553.8pp |
| Employer contribution / active EE | $1,250 | $3,302-62.1% | $2,647-52.8% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |