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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 | $100,969 | $97,020+4.1% | $83,327+21.2% | $135,380-25.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.96% | 12.31%-22.3pp | 10.64%-20.6pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,197 | $4,144-47.0% | $3,379-35.0% | $4,779-54.0% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |