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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 | $46,661 | $167,353-72.1% | $143,797-67.6% | $134,545-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.07% | 0.48%-31.6pp | -0.04%-31.0pp | 418.37%-449.4pp |
| Employer contribution / active EE | $21,620 | $5,620+284.7% | $4,952+336.6% | $4,742+356.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |