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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 | $95,544 | $103,949-8.1% | $69,182+38.1% | $273,972-65.1% |
| Participation rate | 83.3% | 67.4%+16.0pp | 55.1%+28.2pp | 83.0%+0.3pp |
| Annual return | -10.98% | 35.28%-46.3pp | -21.93%+11.0pp | 41.46%-52.4pp |
| Employer contribution / active EE | $646 | $1,783-63.8% | $1,206-46.5% | $4,869-86.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |