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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 | $100,679 | $147,556-31.8% | $129,031-22.0% | $198,609-49.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -63.41% | 37.41%-100.8pp | 34.67%-98.1pp | 202.70%-266.1pp |
| Employer contribution / active EE | $4,538 | $3,645+24.5% | $3,226+40.7% | $5,055-10.2% |
| Participant deferral / active EE | $800 | $5,760-86.1% | $5,217-84.7% | $6,977-88.5% |
| Admin fee / account holder | $20 | $15,467-99.9% | $13,208-99.8% | $19,030-99.9% |