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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 | $55,902-86.9% | $76,030-90.4% | $80,959-91.0% |
| Participation rate | 97.8% | 62.1%+35.8pp | 69.1%+28.8pp | 67.7%+30.2pp |
| Annual return | -4.47% | 20.59%-25.1pp | 361.54%-366.0pp | 35.67%-40.1pp |
| Employer contribution / active EE | $392 | $1,867-79.0% | $2,688-85.4% | $2,757-85.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $208 | $5,239-96.0% | $6,421-96.8% | $6,925-97.0% |