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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 | $37,004 | $27,632+33.9% | $61,399-39.7% | $68,495-46.0% |
| Participation rate | 96.3% | 39.5%+56.8pp | 52.6%+43.7pp | 67.9%+28.4pp |
| Annual return | -21.62% | -13.24%-8.4pp | 338.81%-360.4pp | -7.84%-13.8pp |
| Employer contribution / active EE | $773 | $696+11.1% | $1,159-33.3% | $2,596-70.2% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,124-100.0% | $4,028-100.0% |
| Admin fee / account holder | $215 | $2,010-89.3% | $2,131-89.9% | $5,403-96.0% |