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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 | $70,271 | $101,063-30.5% | $81,473-13.7% | $147,586-52.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | -1.29% | 32.41%-33.7pp | 38.78%-40.1pp | 578.59%-579.9pp |
| Employer contribution / active EE | $244 | $3,206-92.4% | $2,568-90.5% | $4,876-95.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |