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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 | $36,110 | $138,075-73.8% | $123,552-70.8% | $135,379-73.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.16% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-529.9pp |
| Employer contribution / active EE | $2,351 | $5,152-54.4% | $4,628-49.2% | $4,779-50.8% |
| Participant deferral / active EE | $1,888 | $6,800-72.2% | $6,426-70.6% | $5,609-66.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |