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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 | $156,120 | $228,395-31.6% | $185,861-16.0% | $158,982-1.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.57% | 40.82%-44.4pp | 35.96%-39.5pp | 302.99%-306.6pp |
| Employer contribution / active EE | $3,039 | $4,968-38.8% | $4,088-25.7% | $4,763-36.2% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |