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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 | $189,688 | $112,112+69.2% | $95,956+97.7% | $158,950+19.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -9.56% | 171.15%-180.7pp | 91.63%-101.2pp | 302.91%-312.5pp |
| Employer contribution / active EE | $4,378 | $3,199+36.9% | $2,541+72.3% | $4,762-8.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $48 | $10,134-99.5% | $6,797-99.3% | $11,248-99.6% |