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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 | $19,440 | $73,863-73.7% | $143,797-86.5% | $68,490-71.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.10% | 0.91%-21.0pp | -0.04%-20.1pp | -7.85%-12.2pp |
| Employer contribution / active EE | $4,273 | $3,185+34.2% | $4,952-13.7% | $2,597+64.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |