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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 | $18,437 | $175,231-89.5% | $149,696-87.7% | $139,466-86.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -5.23% | 166.77%-172.0pp | 134.46%-139.7pp | 373.66%-378.9pp |
| Employer contribution / active EE | $3,573 | $5,478-34.8% | $4,821-25.9% | $4,754-24.8% |
| Participant deferral / active EE | $1,818 | $6,521-72.1% | $5,682-68.0% | $6,712-72.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |