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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 | $52,139 | $167,503-68.9% | $151,627-65.6% | $134,493-61.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.00% | 7.80%-47.8pp | 3.33%-43.3pp | 418.01%-458.0pp |
| Employer contribution / active EE | $5,717 | $6,829-16.3% | $6,166-7.3% | $4,740+20.6% |
| Participant deferral / active EE | $75 | $8,985-99.2% | $8,363-99.1% | $6,400-98.8% |
| Admin fee / account holder | $0 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |