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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 | $59,674 | $138,076-56.8% | $123,553-51.7% | $135,380-55.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.58% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,979 | $5,152-61.6% | $4,628-57.2% | $4,779-58.6% |
| Participant deferral / active EE | $2,172 | $6,800-68.1% | $6,426-66.2% | $5,609-61.3% |
| Admin fee / account holder | $297 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |