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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 | $10,945 | $42,909-74.5% | $60,906-82.0% | $68,486-84.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.72% | -13.99%-4.7pp | 16.94%-35.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $441 | $1,979-77.7% | $2,703-83.7% | $2,597-83.0% |
| Participant deferral / active EE | $702 | $2,866-75.5% | $3,814-81.6% | $4,028-82.6% |
| Admin fee / account holder | $57 | $3,104-98.2% | $3,227-98.2% | $5,404-99.0% |