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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 | $100,511 | $138,072-27.2% | $123,549-18.6% | $135,382-25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.26% | 153.69%-168.0pp | 119.20%-133.5pp | 519.77%-534.0pp |
| Employer contribution / active EE | $1,800 | $5,152-65.1% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $1,800 | $6,799-73.5% | $6,426-72.0% | $5,609-67.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |