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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 | $39,488 | $90,486-56.4% | $78,676-49.8% | $273,972-85.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.69% | 75.62%-78.3pp | 62.19%-64.9pp | 41.46%-44.1pp |
| Employer contribution / active EE | $11,038 | $3,175+247.7% | $2,850+287.3% | $4,869+126.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |