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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 | $136,501 | $129,959+5.0% | $104,301+30.9% | $134,532+1.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.78% | 42.04%-63.8pp | 24.61%-46.4pp | 418.27%-440.1pp |
| Employer contribution / active EE | $5,358 | $4,185+28.0% | $3,373+58.8% | $4,741+13.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10 | $9,325-99.9% | $7,340-99.9% | $11,429-99.9% |