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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 | $28,926 | $107,809-73.2% | $90,657-68.1% | $135,380-78.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -37.04% | -0.90%-36.1pp | 1.89%-38.9pp | 519.81%-556.8pp |
| Employer contribution / active EE | $592 | $3,018-80.4% | $2,532-76.6% | $4,779-87.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |