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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 | $72,431 | $75,935-4.6% | $60,547+19.6% | $125,389-42.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -5.01% | -5.38%+0.4pp | 335.64%-340.7pp | 282.24%-287.3pp |
| Employer contribution / active EE | $11,283 | $3,438+228.2% | $2,419+366.4% | $4,866+131.9% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $114 | $6,768-98.3% | $4,536-97.5% | $9,541-98.8% |