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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 | $70,537 | $135,956-48.1% | $123,894-43.1% | $273,972-74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.27% | 56.63%-57.9pp | 47.52%-48.8pp | 41.46%-42.7pp |
| Employer contribution / active EE | $4,286 | $5,170-17.1% | $4,617-7.2% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $168 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |