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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 | $31,682 | $131,835-76.0% | $108,582-70.8% | $273,972-88.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.67% | -91.57%+87.9pp | -51.70%+48.0pp | 41.46%-45.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $256 | $5,127-95.0% | $4,311-94.1% | $5,287-95.2% |
| Admin fee / account holder | $188 | $10,253-98.2% | $7,645-97.5% | $10,133-98.1% |