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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 | $21,613 | $45,152-52.1% | $73,835-70.7% | $59,633-63.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.68% | 27.40%-30.1pp | 2268.13%-2270.8pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $2,128 | $1,901+11.9% | $2,788-23.7% | $2,203-3.4% |
| Participant deferral / active EE | $183 | $2,573-92.9% | $3,583-94.9% | $3,192-94.3% |
| Admin fee / account holder | $95 | $3,515-97.3% | $4,880-98.1% | $4,297-97.8% |