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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 | $19,825 | $117,444-83.1% | $99,479-80.1% | $152,909-87.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | -19.36% | 31.87%-51.2pp | 30.72%-50.1pp | 345.46%-364.8pp |
| Employer contribution / active EE | $499 | $3,014-83.5% | $2,540-80.4% | $4,764-89.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $45 | $7,635-99.4% | $6,253-99.3% | $11,601-99.6% |