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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 | $74,203 | $154,193-51.9% | $130,045-42.9% | $139,466-46.8% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 6.99% | 32.51%-25.5pp | -137.30%+144.3pp | 373.66%-366.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,439 | $6,709-78.5% | $5,820-75.3% | $6,712-78.6% |
| Admin fee / account holder | $230 | $13,989-98.4% | $10,600-97.8% | $11,409-98.0% |