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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 | $166,541 | $181,896-8.4% | $156,551+6.4% | $273,972-39.2% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | -50.22% | 30.74%-81.0pp | 32.23%-82.4pp | 41.46%-91.7pp |
| Employer contribution / active EE | $4,187 | $6,248-33.0% | $5,501-23.9% | $4,869-14.0% |
| Participant deferral / active EE | $1,864 | $5,550-66.4% | $4,871-61.7% | $5,287-64.7% |
| Admin fee / account holder | $92 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |