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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 | $91,604 | $138,078-33.7% | $125,363-26.9% | $134,509-31.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -23.74% | 750.49%-774.2pp | 572.15%-595.9pp | 418.13%-441.9pp |
| Employer contribution / active EE | $5,955 | $5,245+13.6% | $4,815+23.7% | $4,741+25.6% |
| Participant deferral / active EE | $650 | $7,800-91.7% | $7,447-91.3% | $6,400-89.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |