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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 | $42,771 | $167,504-74.5% | $151,628-71.8% | $134,509-68.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.74% | 7.81%-31.5pp | 3.34%-27.1pp | 418.13%-441.9pp |
| Employer contribution / active EE | $1,666 | $6,828-75.6% | $6,165-73.0% | $4,741-64.9% |
| Participant deferral / active EE | $1,743 | $8,985-80.6% | $8,363-79.2% | $6,400-72.8% |
| Admin fee / account holder | $73 | $13,779-99.5% | $11,613-99.4% | $11,427-99.4% |