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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 | $10,154 | $87,166-88.4% | $76,735-86.8% | $137,256-92.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | -20.70% | 26.50%-47.2pp | 29.77%-50.5pp | 220.34%-241.0pp |
| Employer contribution / active EE | $508 | $2,904-82.5% | $2,454-79.3% | $4,156-87.8% |
| Participant deferral / active EE | $602 | $4,726-87.3% | $4,088-85.3% | $6,407-90.6% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |