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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 | $23,118 | $99,644-76.8% | $86,438-73.3% | $134,532-82.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -22.74% | 6787.26%-6810.0pp | 4397.19%-4419.9pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,089 | $4,402-75.3% | $3,769-71.1% | $4,741-77.0% |
| Participant deferral / active EE | $836 | $7,247-88.5% | $6,952-88.0% | $6,401-86.9% |
| Admin fee / account holder | $173 | $8,375-97.9% | $6,733-97.4% | $11,429-98.5% |