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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 | $37,363 | $117,895-68.3% | $102,460-63.5% | $145,897-74.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | -1.57% | 31.92%-33.5pp | 29.47%-31.0pp | 552.29%-553.9pp |
| Employer contribution / active EE | $17,194 | $3,619+375.1% | $3,025+468.4% | $4,663+268.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |