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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 | $67,711 | $184,000-63.2% | $162,185-58.3% | $152,909-55.7% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | -0.68% | 150.80%-151.5pp | 115.61%-116.3pp | 345.46%-346.1pp |
| Employer contribution / active EE | $3,077 | $6,370-51.7% | $5,613-45.2% | $4,764-35.4% |
| Participant deferral / active EE | $1,933 | $8,033-75.9% | $7,297-73.5% | $5,851-67.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |