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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 | $99,878 | $215,361-53.6% | $171,082-41.6% | $273,972-63.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -4.64% | 25.14%-29.8pp | 32.56%-37.2pp | 41.46%-46.1pp |
| Employer contribution / active EE | $1,579 | $4,967-68.2% | $4,002-60.5% | $4,869-67.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30 | $10,846-99.7% | $8,520-99.6% | $10,133-99.7% |