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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 | $11,825 | $133,998-91.2% | $112,263-89.5% | $134,545-91.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -24.48% | 47.17%-71.6pp | 27.49%-52.0pp | 418.37%-442.8pp |
| Employer contribution / active EE | $8,641 | $4,040+113.9% | $3,636+137.6% | $4,742+82.2% |
| Participant deferral / active EE | $1,324 | $5,292-75.0% | $4,729-72.0% | $6,401-79.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |