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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 | $168,531 | $113,935+47.9% | $94,224+78.9% | $125,393+34.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.48% | 5.29%-8.8pp | 10.68%-14.2pp | 282.23%-285.7pp |
| Employer contribution / active EE | $4,333 | $4,727-8.3% | $3,587+20.8% | $4,866-10.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $187 | $8,391-97.8% | $6,269-97.0% | $9,541-98.0% |