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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 | $21,227 | $134,001-84.2% | $112,258-81.1% | $134,509-84.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -20.58% | 47.15%-67.7pp | 27.47%-48.0pp | 418.13%-438.7pp |
| Employer contribution / active EE | $6,390 | $4,039+58.2% | $3,636+75.8% | $4,741+34.8% |
| Participant deferral / active EE | $32 | $5,291-99.4% | $4,728-99.3% | $6,400-99.5% |
| Admin fee / account holder | $2 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |