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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 | $92,561 | $167,353-44.7% | $143,797-35.6% | $134,545-31.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.13% | 0.48%-33.6pp | -0.04%-33.1pp | 418.37%-451.5pp |
| Employer contribution / active EE | $6,667 | $5,620+18.6% | $4,952+34.6% | $4,742+40.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $86 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |