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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 | $25,549 | $134,001-80.9% | $112,258-77.2% | $134,509-81.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.87% | 47.15%-70.0pp | 27.47%-50.3pp | 418.13%-441.0pp |
| Employer contribution / active EE | $8,237 | $4,039+103.9% | $3,636+126.6% | $4,741+73.8% |
| Participant deferral / active EE | $1,002 | $5,291-81.1% | $4,728-78.8% | $6,400-84.3% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |