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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 | $161,625 | $175,231-7.8% | $149,696+8.0% | $139,466+15.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | -3.15% | 166.77%-169.9pp | 134.46%-137.6pp | 373.66%-376.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,875 | $6,521-71.2% | $5,682-67.0% | $6,712-72.1% |
| Admin fee / account holder | $197 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |