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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 | $76,911 | $105,158-26.9% | $94,672-18.8% | $139,487-44.9% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | -7.61% | 38.11%-45.7pp | 156.89%-164.5pp | 373.84%-381.5pp |
| Employer contribution / active EE | $1,273 | $4,107-69.0% | $3,673-65.3% | $4,755-73.2% |
| Participant deferral / active EE | $2,138 | $7,599-71.9% | $7,417-71.2% | $6,713-68.1% |
| Admin fee / account holder | $8 | $8,972-99.9% | $7,222-99.9% | $11,407-99.9% |