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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 | $38,330 | $56,544-32.2% | $75,501-49.2% | $70,126-45.3% |
| Participation rate | 97.8% | 68.1%+29.7pp | 72.4%+25.4pp | 69.5%+28.3pp |
| Annual return | -47.07% | 23.59%-70.7pp | 27.35%-74.4pp | 73.15%-120.2pp |
| Employer contribution / active EE | $10,091 | $1,817+455.5% | $2,352+329.1% | $2,343+330.8% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $155 | $3,827-96.0% | $5,801-97.3% | $4,645-96.7% |