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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 | $14,039 | $85,790-83.6% | $67,313-79.1% | $135,380-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -29.10% | -0.54%-28.6pp | -4.08%-25.0pp | 519.81%-548.9pp |
| Employer contribution / active EE | $9,535 | $3,487+173.4% | $2,566+271.7% | $4,779+99.5% |
| Participant deferral / active EE | $979 | $4,651-78.9% | $3,568-72.6% | $5,609-82.5% |
| Admin fee / account holder | $186 | $6,392-97.1% | $4,507-95.9% | $10,828-98.3% |