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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 | $23,106 | $167,353-86.2% | $143,797-83.9% | $134,545-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -89.25% | 0.48%-89.7pp | -0.04%-89.2pp | 418.37%-507.6pp |
| Employer contribution / active EE | $5,733 | $5,620+2.0% | $4,952+15.8% | $4,742+20.9% |
| Participant deferral / active EE | $1,971 | $6,447-69.4% | $5,638-65.0% | $6,401-69.2% |
| Admin fee / account holder | $15 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |