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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 | $49,694 | $127,387-61.0% | $115,038-56.8% | $125,389-60.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.52% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $2,402 | $5,166-53.5% | $4,608-47.9% | $4,866-50.6% |
| Participant deferral / active EE | $1,011 | $6,423-84.3% | $6,026-83.2% | $5,352-81.1% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |