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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 | $102,938-50.3% | $94,105-45.6% | $138,895-63.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | -38.53% | 250.28%-288.8pp | 204.55%-243.1pp | 145.39%-183.9pp |
| Employer contribution / active EE | $600 | $2,732-78.0% | $2,504-76.0% | $4,194-85.7% |
| Participant deferral / active EE | $600 | $4,196-85.7% | $3,881-84.5% | $6,396-90.6% |
| Admin fee / account holder | $15 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |