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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 | $51,146 | $101,618-49.7% | $93,063-45.0% | $137,256-62.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -38.53% | 223.95%-262.5pp | 34.15%-72.7pp | 220.34%-258.9pp |
| Employer contribution / active EE | $600 | $2,707-77.8% | $2,476-75.8% | $4,156-85.6% |
| Participant deferral / active EE | $600 | $4,279-86.0% | $3,958-84.8% | $6,407-90.6% |
| Admin fee / account holder | $15 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |