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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 | $28,919 | $167,353-82.7% | $143,797-79.9% | $134,545-78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -46.47% | 0.48%-47.0pp | -0.04%-46.4pp | 418.37%-464.8pp |
| Employer contribution / active EE | $17,172 | $5,620+205.5% | $4,952+246.8% | $4,742+262.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $229 | $18,096-98.7% | $14,679-98.4% | $11,431-98.0% |