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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 | $50,715 | $167,522-69.7% | $151,639-66.6% | $134,532-62.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.66% | 7.81%-30.5pp | 3.34%-26.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $5,792 | $6,828-15.2% | $6,165-6.1% | $4,741+22.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |