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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 | $76,821 | $102,385-25.0% | $147,080-47.8% | $80,935-5.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -3.09% | 135.09%-138.2pp | 420.17%-423.3pp | 35.66%-38.7pp |
| Employer contribution / active EE | $9,333 | $3,717+151.1% | $4,933+89.2% | $2,757+238.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $152 | $7,951-98.1% | $12,989-98.8% | $6,924-97.8% |