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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 | $167,353-59.2% | $143,797-52.5% | $134,545-49.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.08% | 0.48%-30.6pp | -0.04%-30.0pp | 418.37%-448.4pp |
| Employer contribution / active EE | $2,500 | $5,620-55.5% | $4,952-49.5% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $162 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |