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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 | $160,828 | $91,198+76.4% | $178,503-9.9% | $79,856+101.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -28.78% | 24.20%-53.0pp | 151.12%-179.9pp | 31.71%-60.5pp |
| Employer contribution / active EE | $16,532 | $3,257+407.6% | $5,011+229.9% | $2,471+569.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |