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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 | $68,933 | $113,941-39.5% | $94,229-26.8% | $125,389-45.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.75% | 5.29%-12.0pp | 10.68%-17.4pp | 282.24%-289.0pp |
| Employer contribution / active EE | $1,259 | $4,727-73.4% | $3,587-64.9% | $4,866-74.1% |
| Participant deferral / active EE | $1,259 | $5,179-75.7% | $4,320-70.9% | $5,352-76.5% |
| Admin fee / account holder | $133 | $8,392-98.4% | $6,269-97.9% | $9,541-98.6% |