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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 | $146,353 | $167,533-12.6% | $151,645-3.5% | $134,545+8.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.49% | 7.81%-29.3pp | 3.34%-24.8pp | 418.37%-439.9pp |
| Employer contribution / active EE | $2,039 | $6,828-70.1% | $6,165-66.9% | $4,742-57.0% |
| Participant deferral / active EE | $2,669 | $8,985-70.3% | $8,363-68.1% | $6,401-58.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |