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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 | $40,501 | $57,541-29.6% | $95,728-57.7% | $75,181-46.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | -1.31% | 34.93%-36.2pp | 28.40%-29.7pp | 160.69%-162.0pp |
| Employer contribution / active EE | $357 | $1,808-80.2% | $2,835-87.4% | $2,671-86.6% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,673-100.0% | $5,650-100.0% |