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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 | $55,050 | $138,076-60.1% | $123,553-55.4% | $135,380-59.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.47% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,639 | $5,152-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $1,556 | $6,800-77.1% | $6,426-75.8% | $5,609-72.3% |
| Admin fee / account holder | $171 | $10,917-98.4% | $9,284-98.2% | $10,828-98.4% |