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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 | $178,814 | $152,612+17.2% | $125,192+42.8% | $152,897+17.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -45.62% | 54.85%-100.5pp | 43.79%-89.4pp | 345.43%-391.1pp |
| Employer contribution / active EE | $987 | $4,947-80.1% | $3,866-74.5% | $4,764-79.3% |
| Participant deferral / active EE | $1,233 | $5,868-79.0% | $4,937-75.0% | $5,851-78.9% |
| Admin fee / account holder | $2 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |