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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 | $17,813 | $95,917-81.4% | $79,583-77.6% | $134,545-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.52% | -2.70%-21.8pp | 0.16%-24.7pp | 418.37%-442.9pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $786 | $4,694-83.3% | $3,986-80.3% | $6,401-87.7% |
| Admin fee / account holder | $131 | $9,132-98.6% | $6,835-98.1% | $11,431-98.9% |