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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 | $34,946 | $100,805-65.3% | $86,698-59.7% | $134,532-74.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -22.58% | 29.09%-51.7pp | 35.95%-58.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,048 | $3,490-70.0% | $2,837-63.1% | $4,741-77.9% |
| Participant deferral / active EE | $1,345 | $5,339-74.8% | $4,656-71.1% | $6,401-79.0% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |