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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 | $27,909 | $131,835-78.8% | $108,582-74.3% | $273,972-89.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 1.50% | -91.57%+93.1pp | -51.70%+53.2pp | 41.46%-40.0pp |
| Employer contribution / active EE | $1,766 | $4,913-64.0% | $3,758-53.0% | $4,869-63.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |