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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 | $43,328 | $211,288-79.5% | $178,540-75.7% | $145,884-70.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -55.38% | 30.27%-85.7pp | 27.15%-82.5pp | 551.85%-607.2pp |
| Employer contribution / active EE | $1,599 | $4,574-65.0% | $3,953-59.5% | $4,662-65.7% |
| Participant deferral / active EE | $1,049 | $6,967-84.9% | $6,281-83.3% | $6,690-84.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |