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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 | $73,630 | $97,020-24.1% | $83,327-11.6% | $135,380-45.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -32.69% | 12.31%-45.0pp | 10.64%-43.3pp | 519.81%-552.5pp |
| Employer contribution / active EE | $3,000 | $4,144-27.6% | $3,379-11.2% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |