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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 | $34,586 | $183,516-81.2% | $155,534-77.8% | $145,884-76.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | -59.47% | 61.43%-120.9pp | 64.92%-124.4pp | 551.85%-611.3pp |
| Employer contribution / active EE | $6,843 | $5,315+28.8% | $4,675+46.4% | $4,662+46.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |