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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 | $79,817 | $127,386-37.3% | $115,037-30.6% | $125,388-36.3% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -3.75% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,259 | $5,166-75.6% | $4,608-72.7% | $4,866-74.1% |
| Participant deferral / active EE | $1,360 | $6,423-78.8% | $6,026-77.4% | $5,352-74.6% |
| Admin fee / account holder | $52 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |