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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 | $50,764 | $131,835-61.5% | $108,582-53.2% | $273,972-81.5% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 0.10% | -91.57%+91.7pp | -51.70%+51.8pp | 41.46%-41.4pp |
| Employer contribution / active EE | $4,688 | $4,913-4.6% | $3,758+24.7% | $4,869-3.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |