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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 | $33,077 | $91,536-63.9% | $130,062-74.6% | $75,177-56.0% |
| Participation rate | 87.5% | 71.5%+16.0pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 4.92% | -631.62%+636.5pp | -137.37%+142.3pp | 160.75%-155.8pp |
| Employer contribution / active EE | $1,342 | $2,845-52.8% | $4,322-68.9% | $2,671-49.8% |
| Participant deferral / active EE | $1,641 | $4,343-62.2% | $5,821-71.8% | $4,126-60.2% |
| Admin fee / account holder | $129 | $6,780-98.1% | $10,601-98.8% | $5,651-97.7% |