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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 | $64,627 | $112,131-42.4% | $95,964-32.7% | $158,982-59.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -4.41% | 171.19%-175.6pp | 91.64%-96.1pp | 302.99%-307.4pp |
| Employer contribution / active EE | $5,556 | $3,199+73.7% | $2,541+118.6% | $4,763+16.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $200 | $10,136-98.0% | $6,797-97.1% | $11,252-98.2% |