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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 | $60,875 | $113,941-46.6% | $94,229-35.4% | $125,389-51.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -10.45% | 5.29%-15.7pp | 10.68%-21.1pp | 282.24%-292.7pp |
| Employer contribution / active EE | $3,710 | $4,727-21.5% | $3,587+3.4% | $4,866-23.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $169 | $8,392-98.0% | $6,269-97.3% | $9,541-98.2% |