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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 | $59,907 | $138,075-56.6% | $123,552-51.5% | $135,379-55.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.11% | 153.70%-165.8pp | 119.20%-131.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,400 | $5,152-72.8% | $4,628-69.7% | $4,779-70.7% |
| Participant deferral / active EE | $1,400 | $6,800-79.4% | $6,426-78.2% | $5,609-75.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |