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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 | $87,172 | $90,486-3.7% | $78,676+10.8% | $273,972-68.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -22.20% | 75.62%-97.8pp | 62.19%-84.4pp | 41.46%-63.7pp |
| Employer contribution / active EE | $457 | $3,175-85.6% | $2,850-84.0% | $4,869-90.6% |
| Participant deferral / active EE | $500 | $3,901-87.2% | $3,517-85.8% | $5,287-90.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |