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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 | $77,422 | $138,076-43.9% | $123,553-37.3% | $135,380-42.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -11.26% | 153.70%-165.0pp | 119.21%-130.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $2,682 | $5,152-47.9% | $4,628-42.0% | $4,779-43.9% |
| Participant deferral / active EE | $2,161 | $6,800-68.2% | $6,426-66.4% | $5,609-61.5% |
| Admin fee / account holder | $117 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |