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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 | $97,946 | $115,810-15.4% | $101,271-3.3% | $158,966-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.28% | 56.15%-63.4pp | 46.48%-53.8pp | 302.95%-310.2pp |
| Employer contribution / active EE | $1,655 | $4,175-60.4% | $3,660-54.8% | $4,762-65.2% |
| Participant deferral / active EE | $961 | $4,958-80.6% | $4,371-78.0% | $5,983-83.9% |
| Admin fee / account holder | $67 | $7,248-99.1% | $5,948-98.9% | $11,250-99.4% |