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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 | $43,921 | $105,623-58.4% | $87,502-49.8% | $273,972-84.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | -11.80% | 12.26%-24.1pp | 12.21%-24.0pp | 41.46%-53.3pp |
| Employer contribution / active EE | $714 | $3,141-77.3% | $2,550-72.0% | $4,869-85.3% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |