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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 | $69,178 | $167,362-58.7% | $143,799-51.9% | $134,532-48.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.72% | 0.47%-22.2pp | -0.04%-21.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,160 | $5,620-79.4% | $4,952-76.6% | $4,741-75.5% |
| Participant deferral / active EE | $1,538 | $6,447-76.1% | $5,638-72.7% | $6,401-76.0% |
| Admin fee / account holder | $55 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |