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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 | $24,771 | $85,766-71.1% | $136,298-81.8% | $70,126-64.7% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | -1.03% | 31.46%-32.5pp | 5156.27%-5157.3pp | 73.15%-74.2pp |
| Employer contribution / active EE | $697 | $2,966-76.5% | $4,696-85.2% | $2,343-70.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $239 | $5,421-95.6% | $9,244-97.4% | $4,645-94.9% |