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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 | $19,500 | $96,524-79.8% | $75,900-74.3% | $152,909-87.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | -2.36% | 33.93%-36.3pp | 30.73%-33.1pp | 345.46%-347.8pp |
| Employer contribution / active EE | $1,975 | $3,311-40.3% | $2,501-21.0% | $4,764-58.5% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |