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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 | $53,225 | $138,072-61.5% | $123,549-56.9% | $135,382-60.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.77% | 153.69%-163.5pp | 119.20%-129.0pp | 519.77%-529.5pp |
| Employer contribution / active EE | $2,167 | $5,152-57.9% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,284-99.6% | $10,829-99.7% |