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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 | $18,995 | $124,980-84.8% | $108,359-82.5% | $154,746-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -0.03% | 45.00%-45.0pp | 36.89%-36.9pp | 172.34%-172.4pp |
| Employer contribution / active EE | $2,875 | $2,851+0.9% | $2,399+19.8% | $4,379-34.3% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |