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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 | $113,923 | $142,361-20.0% | $119,608-4.8% | $134,509-15.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -29.88% | -12.46%-17.4pp | -14.98%-14.9pp | 418.13%-448.0pp |
| Employer contribution / active EE | $22,644 | $5,224+333.5% | $4,232+435.0% | $4,741+377.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $66 | $13,588-99.5% | $10,326-99.4% | $11,427-99.4% |