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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 | $20,313 | $133,998-84.8% | $112,263-81.9% | $134,545-84.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.61% | 47.17%-67.8pp | 27.49%-48.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,213 | $4,040-70.0% | $3,636-66.6% | $4,742-74.4% |
| Participant deferral / active EE | $1,311 | $5,292-75.2% | $4,729-72.3% | $6,401-79.5% |
| Admin fee / account holder | $109 | $7,493-98.5% | $6,410-98.3% | $11,431-99.0% |