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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 | $28,475 | $100,772-71.7% | $86,690-67.2% | $134,493-78.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.55% | 29.06%-49.6pp | 35.93%-56.5pp | 418.01%-438.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $886 | $5,338-83.4% | $4,656-81.0% | $6,400-86.2% |
| Admin fee / account holder | $65 | $10,920-99.4% | $7,490-99.1% | $11,425-99.4% |