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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 | $24,458 | $59,116-58.6% | $86,438-71.7% | $68,486-64.3% |
| Participation rate | 73.1% | 75.2%-2.2pp | 80.3%-7.3pp | 67.9%+5.2pp |
| Annual return | -20.47% | -0.23%-20.2pp | 4397.19%-4417.7pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,061 | $2,519-57.9% | $3,769-71.8% | $2,597-59.1% |
| Participant deferral / active EE | $756 | $5,902-87.2% | $6,952-89.1% | $4,028-81.2% |
| Admin fee / account holder | $212 | $5,639-96.2% | $6,733-96.8% | $5,404-96.1% |