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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 | $68,259 | $167,323-59.2% | $143,770-52.5% | $134,493-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.08% | 0.47%-30.5pp | -0.04%-30.0pp | 418.01%-448.1pp |
| Employer contribution / active EE | $2,500 | $5,619-55.5% | $4,951-49.5% | $4,740-47.3% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $162 | $18,088-99.1% | $14,673-98.9% | $11,425-98.6% |