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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 | $33,340 | $138,114-75.9% | $125,391-73.4% | $134,545-75.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -21.75% | 750.88%-772.6pp | 572.41%-594.2pp | 418.37%-440.1pp |
| Employer contribution / active EE | $980 | $5,246-81.3% | $4,816-79.6% | $4,742-79.3% |
| Participant deferral / active EE | $2,428 | $7,801-68.9% | $7,448-67.4% | $6,401-62.1% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |