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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 | $49,588 | $209,422-76.3% | $178,503-72.2% | $158,982-68.8% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | -18.68% | 188.81%-207.5pp | 151.12%-169.8pp | 302.99%-321.7pp |
| Employer contribution / active EE | $4,610 | $5,707-19.2% | $5,011-8.0% | $4,763-3.2% |
| Participant deferral / active EE | $969 | $5,955-83.7% | $5,202-81.4% | $5,983-83.8% |
| Admin fee / account holder | $280 | $17,079-98.4% | $13,987-98.0% | $11,252-97.5% |