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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 | $33,218 | $105,866-68.6% | $90,766-63.4% | $134,545-75.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.38% | -10.99%-10.4pp | -12.16%-9.2pp | 418.37%-439.8pp |
| Employer contribution / active EE | $939 | $3,464-72.9% | $2,922-67.8% | $4,742-80.2% |
| Participant deferral / active EE | $409 | $5,217-92.2% | $4,565-91.0% | $6,401-93.6% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,446-99.8% | $11,431-99.8% |