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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 | $93,987 | $138,102-31.9% | $125,381-25.0% | $134,532-30.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.23% | 750.73%-773.0pp | 572.31%-594.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $9,030 | $5,245+72.1% | $4,815+87.5% | $4,741+90.5% |
| Participant deferral / active EE | $2,427 | $7,801-68.9% | $7,448-67.4% | $6,401-62.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |