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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 | $44,286 | $84,518-47.6% | $67,704-34.6% | $125,389-64.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -15.11% | 2.57%-17.7pp | 25.41%-40.5pp | 282.24%-297.4pp |
| Employer contribution / active EE | $2,777 | $3,292-15.6% | $2,559+8.5% | $4,866-42.9% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10 | $5,340-99.8% | $4,255-99.8% | $9,541-99.9% |