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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 | $60,821 | $112,131-45.8% | $95,964-36.6% | $158,982-61.7% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 1.67% | 171.19%-169.5pp | 91.64%-90.0pp | 302.99%-301.3pp |
| Employer contribution / active EE | $857 | $3,199-73.2% | $2,541-66.3% | $4,763-82.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |