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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 | $162,549 | $157,296+3.3% | $141,191+15.1% | $152,897+6.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -10.35% | 64.34%-74.7pp | 71.41%-81.8pp | 345.43%-355.8pp |
| Employer contribution / active EE | $953 | $5,262-81.9% | $4,736-79.9% | $4,764-80.0% |
| Participant deferral / active EE | $953 | $7,111-86.6% | $6,710-85.8% | $5,851-83.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |