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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 | $28,059 | $118,877-76.4% | $96,570-70.9% | $167,536-83.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -18.35% | 50.50%-68.9pp | 37.79%-56.1pp | 478.82%-497.2pp |
| Employer contribution / active EE | $9,547 | $3,121+205.9% | $2,357+305.0% | $4,839+97.3% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $70 | $8,069-99.1% | $6,182-98.9% | $12,315-99.4% |