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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 | $57,166 | $105,623-45.9% | $87,502-34.7% | $273,972-79.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -27.29% | 12.26%-39.5pp | 12.21%-39.5pp | 41.46%-68.7pp |
| Employer contribution / active EE | $700 | $3,141-77.7% | $2,550-72.5% | $4,869-85.6% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $64 | $4,781-98.7% | $4,221-98.5% | $10,133-99.4% |