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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 | $37,159 | $154,193-75.9% | $130,045-71.4% | $139,466-73.4% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | -13.40% | 32.51%-45.9pp | -137.30%+123.9pp | 373.66%-387.1pp |
| Employer contribution / active EE | $2,552 | $5,292-51.8% | $4,321-40.9% | $4,754-46.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $295 | $13,989-97.9% | $10,600-97.2% | $11,409-97.4% |