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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 | $82,184 | $167,504-50.9% | $151,628-45.8% | $134,509-38.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.96% | 7.81%-43.8pp | 3.34%-39.3pp | 418.13%-454.1pp |
| Employer contribution / active EE | $5,450 | $6,828-20.2% | $6,165-11.6% | $4,741+15.0% |
| Participant deferral / active EE | $1,787 | $8,985-80.1% | $8,363-78.6% | $6,400-72.1% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |