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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 | $90,246 | $157,304-42.6% | $141,197-36.1% | $152,909-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -8.06% | 64.34%-72.4pp | 71.41%-79.5pp | 345.46%-353.5pp |
| Employer contribution / active EE | $16,104 | $5,263+206.0% | $4,736+240.0% | $4,764+238.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |