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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 | $101,184 | $167,362-39.5% | $143,799-29.6% | $134,532-24.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -48.90% | 0.47%-49.4pp | -0.04%-48.9pp | 418.27%-467.2pp |
| Employer contribution / active EE | $9,494 | $5,620+68.9% | $4,952+91.7% | $4,741+100.3% |
| Participant deferral / active EE | $520 | $6,447-91.9% | $5,638-90.8% | $6,401-91.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |