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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 | $136,073 | $131,835+3.2% | $108,582+25.3% | $273,972-50.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -7.60% | -91.57%+84.0pp | -51.70%+44.1pp | 41.46%-49.1pp |
| Employer contribution / active EE | $1,474 | $4,913-70.0% | $3,758-60.8% | $4,869-69.7% |
| Participant deferral / active EE | $1,111 | $5,127-78.3% | $4,311-74.2% | $5,287-79.0% |
| Admin fee / account holder | $150 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |