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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 | $22,339 | $57,541-61.2% | $95,740-76.7% | $75,173-70.3% |
| Participation rate | 91.4% | 62.5%+28.9pp | 72.3%+19.2pp | 67.2%+24.2pp |
| Annual return | -4.72% | 34.93%-39.7pp | 28.41%-33.1pp | 160.72%-165.4pp |
| Employer contribution / active EE | $5,714 | $1,808+216.1% | $2,836+101.5% | $2,671+113.9% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $64 | $4,099-98.4% | $5,676-98.9% | $5,651-98.9% |