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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 | $27,513 | $113,338-75.7% | $94,993-71.0% | $147,586-81.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -21.02% | 20.80%-41.8pp | 27.14%-48.2pp | 578.59%-599.6pp |
| Employer contribution / active EE | $5,051 | $3,160+59.8% | $2,603+94.0% | $4,876+3.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $194 | $6,063-96.8% | $4,960-96.1% | $10,886-98.2% |