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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 | $7,313 | $55,930-86.9% | $76,089-90.4% | $80,925-91.0% |
| Participation rate | 97.8% | 62.1%+35.8pp | 69.1%+28.8pp | 67.7%+30.2pp |
| Annual return | -4.47% | 20.58%-25.0pp | 360.94%-365.4pp | 35.65%-40.1pp |
| Employer contribution / active EE | $392 | $1,866-79.0% | $2,690-85.4% | $2,756-85.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $208 | $5,241-96.0% | $6,418-96.8% | $6,940-97.0% |