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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 | $65,151 | $110,248-40.9% | $95,728-31.9% | $139,456-53.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -9.19% | 27.16%-36.3pp | 28.40%-37.6pp | 373.45%-382.6pp |
| Employer contribution / active EE | $3,333 | $3,258+2.3% | $2,835+17.6% | $4,753-29.9% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $28 | $6,607-99.6% | $5,673-99.5% | $11,407-99.8% |