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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 | $32,097 | $115,814-72.3% | $101,275-68.3% | $158,982-79.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | -3.37% | 56.16%-59.5pp | 46.48%-49.9pp | 302.99%-306.4pp |
| Employer contribution / active EE | $1,896 | $4,176-54.6% | $3,660-48.2% | $4,763-60.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $237 | $7,249-96.7% | $5,948-96.0% | $11,252-97.9% |