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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 | $57,057 | $87,542-34.8% | $75,782-24.7% | $125,393-54.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -11.61% | 13.48%-25.1pp | 9.68%-21.3pp | 282.23%-293.8pp |
| Employer contribution / active EE | $9,147 | $3,930+132.8% | $3,323+175.2% | $4,866+88.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $17 | $6,502-99.7% | $5,300-99.7% | $9,541-99.8% |