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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 | $123,654 | $135,956-9.0% | $123,894-0.2% | $273,972-54.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.64% | 56.63%-59.3pp | 47.52%-50.2pp | 41.46%-44.1pp |
| Employer contribution / active EE | $5,714 | $5,170+10.5% | $4,617+23.8% | $4,869+17.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |