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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 | $20,085 | $65,364-69.3% | $92,909-78.4% | $72,975-72.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -5.58% | 42.11%-47.7pp | 109.44%-115.0pp | 81.01%-86.6pp |
| Employer contribution / active EE | $2,258 | $2,594-13.0% | $3,653-38.2% | $2,440-7.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $174 | $4,251-95.9% | $5,795-97.0% | $5,124-96.6% |