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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 | $110,623 | $217,432-49.1% | $185,849-40.5% | $167,536-34.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -3.71% | 148.42%-152.1pp | 122.10%-125.8pp | 478.82%-482.5pp |
| Employer contribution / active EE | $6,324 | $5,875+7.7% | $5,169+22.4% | $4,839+30.7% |
| Participant deferral / active EE | $2,123 | $6,357-66.6% | $5,569-61.9% | $6,342-66.5% |
| Admin fee / account holder | $151 | $19,818-99.2% | $16,244-99.1% | $12,315-98.8% |