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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 | $51,957 | $113,941-54.4% | $94,229-44.9% | $125,389-58.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.85% | 5.29%-9.1pp | 10.68%-14.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $18,333 | $4,727+287.8% | $3,587+411.1% | $4,866+276.8% |
| Participant deferral / active EE | $173 | $5,179-96.7% | $4,320-96.0% | $5,352-96.8% |
| Admin fee / account holder | $160 | $8,392-98.1% | $6,269-97.5% | $9,541-98.3% |