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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 | $20,621 | $57,352-64.0% | $83,830-75.4% | $64,173-67.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -24.92% | 11.38%-36.3pp | 850.97%-875.9pp | 7.63%-32.6pp |
| Employer contribution / active EE | $4,939 | $2,546+94.0% | $3,631+36.0% | $2,381+107.5% |
| Participant deferral / active EE | $931 | $2,993-68.9% | $4,082-77.2% | $3,470-73.2% |
| Admin fee / account holder | $236 | $4,046-94.2% | $5,479-95.7% | $4,887-95.2% |