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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 | $95,144 | $101,063-5.9% | $81,473+16.8% | $147,586-35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -17.87% | 32.41%-50.3pp | 38.78%-56.7pp | 578.59%-596.5pp |
| Employer contribution / active EE | $500 | $3,206-84.4% | $2,568-80.5% | $4,876-89.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12 | $5,812-99.8% | $4,561-99.7% | $10,886-99.9% |