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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 | $96,278 | $127,096-24.2% | $105,736-8.9% | $135,380-28.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.51% | 4.49%-15.0pp | 6.27%-16.8pp | 519.81%-530.3pp |
| Employer contribution / active EE | $4,212 | $4,107+2.6% | $3,268+28.9% | $4,779-11.9% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |