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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 | $25,943 | $107,809-75.9% | $90,657-71.4% | $135,380-80.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -27.13% | -0.90%-26.2pp | 1.89%-29.0pp | 519.81%-546.9pp |
| Employer contribution / active EE | $1,250 | $3,018-58.6% | $2,532-50.6% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |