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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 | $100,811-71.8% | $86,698-67.2% | $134,545-78.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.55% | 29.11%-49.7pp | 35.96%-56.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $886 | $5,339-83.4% | $4,656-81.0% | $6,401-86.2% |
| Admin fee / account holder | $65 | $10,926-99.4% | $7,492-99.1% | $11,431-99.4% |