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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 | $77,974 | $254,759-69.4% | $216,567-64.0% | $198,609-60.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -4.95% | 10.04%-15.0pp | 12.94%-17.9pp | 202.70%-207.6pp |
| Employer contribution / active EE | $5,000 | $6,096-18.0% | $5,216-4.1% | $5,055-1.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |