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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 | $65,795 | $93,064-29.3% | $74,577-11.8% | $273,972-76.0% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | -36.59% | 26.18%-62.8pp | 20.47%-57.1pp | 41.46%-78.0pp |
| Employer contribution / active EE | $2,778 | $3,160-12.1% | $2,525+10.0% | $4,869-42.9% |
| Participant deferral / active EE | $145 | $4,160-96.5% | $3,458-95.8% | $5,287-97.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |