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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 | $16,829 | $57,590-70.8% | $86,233-80.5% | $82,448-79.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | -0.26% | 22.41%-22.7pp | 61.39%-61.7pp | 41.64%-41.9pp |
| Employer contribution / active EE | $1,596 | $1,655-3.6% | $2,504-36.3% | $2,551-37.4% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |