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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 | $37,584 | $65,703-42.8% | $94,228-60.1% | $59,633-37.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -8.02% | 5.22%-13.2pp | 10.68%-18.7pp | 2041.40%-2049.4pp |
| Employer contribution / active EE | $3,384 | $2,021+67.5% | $3,587-5.7% | $2,203+53.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $55 | $4,264-98.7% | $6,269-99.1% | $4,297-98.7% |