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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 | $54,251 | $97,881-44.6% | $80,004-32.2% | $125,389-56.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -28.13% | 9.36%-37.5pp | 7.63%-35.8pp | 282.24%-310.4pp |
| Employer contribution / active EE | $1,770 | $3,128-43.4% | $2,473-28.4% | $4,866-63.6% |
| Participant deferral / active EE | $448 | $3,744-88.0% | $3,204-86.0% | $5,352-91.6% |
| Admin fee / account holder | $45 | $6,278-99.3% | $5,033-99.1% | $9,541-99.5% |