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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 | $100,336 | $106,247-5.6% | $96,515+4.0% | $139,466-28.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -51.94% | 38.47%-90.4pp | 35.73%-87.7pp | 373.66%-425.6pp |
| Employer contribution / active EE | $2,577 | $4,106-37.2% | $3,740-31.1% | $4,754-45.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11 | $7,885-99.9% | $6,735-99.8% | $11,409-99.9% |