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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 | $17,743 | $110,039-83.9% | $97,260-81.8% | $145,884-87.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -3.43% | 244.44%-247.9pp | 75.54%-79.0pp | 551.85%-555.3pp |
| Employer contribution / active EE | $365 | $3,074-88.1% | $2,721-86.6% | $4,662-92.2% |
| Participant deferral / active EE | $456 | $4,674-90.2% | $4,262-89.3% | $6,690-93.2% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |