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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 | $90,189 | $132,634-32.0% | $115,768-22.1% | $137,256-34.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 0.85% | 160.70%-159.9pp | 100.46%-99.6pp | 220.34%-219.5pp |
| Employer contribution / active EE | $1,873 | $3,360-44.3% | $2,940-36.3% | $4,156-54.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |