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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 | $49,578 | $180,459-72.5% | $154,108-67.8% | $135,380-63.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -9.22% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $2,332 | $6,035-61.4% | $5,298-56.0% | $4,779-51.2% |
| Participant deferral / active EE | $1,232 | $5,806-78.8% | $5,081-75.8% | $5,609-78.0% |
| Admin fee / account holder | $18 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |