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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 | $44,859 | $118,877-62.3% | $96,570-53.5% | $167,536-73.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -0.50% | 50.50%-51.0pp | 37.79%-38.3pp | 478.82%-479.3pp |
| Employer contribution / active EE | $480 | $3,121-84.6% | $2,357-79.6% | $4,839-90.1% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $52 | $8,069-99.4% | $6,182-99.2% | $12,315-99.6% |