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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 | $183,479 | $142,392+28.9% | $119,622+53.4% | $134,532+36.4% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -25.11% | -12.46%-12.7pp | -14.98%-10.1pp | 418.27%-443.4pp |
| Employer contribution / active EE | $2,027 | $5,224-61.2% | $4,232-52.1% | $4,741-57.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |