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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 | $27,898 | $131,835-78.8% | $108,582-74.3% | $273,972-89.8% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 1.67% | -91.57%+93.2pp | -51.70%+53.4pp | 41.46%-39.8pp |
| Employer contribution / active EE | $6,780 | $4,913+38.0% | $3,758+80.4% | $4,869+39.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |