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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 | $37,796 | $133,998-71.8% | $112,263-66.3% | $134,545-71.9% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -21.44% | 47.17%-68.6pp | 27.49%-48.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $14,377 | $4,040+255.8% | $3,636+295.4% | $4,742+203.2% |
| Participant deferral / active EE | $625 | $5,292-88.2% | $4,729-86.8% | $6,401-90.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |