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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 | $22,560 | $82,678-72.7% | $125,391-82.0% | $68,490-67.1% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -21.48% | -5.97%-15.5pp | 572.41%-593.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $4,539 | $3,382+34.2% | $4,816-5.8% | $2,597+74.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |