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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 | $25,649 | $88,707-71.1% | $74,185-65.4% | $273,970-90.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -12.04% | 11.94%-24.0pp | 17.74%-29.8pp | 41.46%-53.5pp |
| Employer contribution / active EE | $4,007 | $3,159+26.8% | $2,370+69.1% | $4,869-17.7% |
| Participant deferral / active EE | $749 | $4,212-82.2% | $3,550-78.9% | $5,287-85.8% |
| Admin fee / account holder | $21 | $8,717-99.8% | $5,586-99.6% | $10,132-99.8% |