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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 | $77,493 | $103,949-25.5% | $69,182+12.0% | $273,972-71.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -6.17% | 35.28%-41.4pp | -21.93%+15.8pp | 41.46%-47.6pp |
| Employer contribution / active EE | $80 | $1,783-95.5% | $1,206-93.4% | $4,869-98.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |