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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 | $9,274 | $54,370-82.9% | $82,763-88.8% | $68,490-86.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -22.39% | -13.67%-8.7pp | 702.45%-724.8pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,199 | $2,219-46.0% | $3,008-60.1% | $2,597-53.8% |
| Participant deferral / active EE | $387 | $3,247-88.1% | $4,395-91.2% | $4,028-90.4% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |