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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 | $76,979 | $166,268-53.7% | $165,100-53.4% | $145,897-47.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | -12.32% | 100.52%-112.8pp | 70.21%-82.5pp | 552.29%-564.6pp |
| Employer contribution / active EE | $1,517 | $5,284-71.3% | $4,348-65.1% | $4,663-67.5% |
| Participant deferral / active EE | $280 | $6,964-96.0% | $6,035-95.4% | $6,689-95.8% |
| Admin fee / account holder | $286 | $16,659-98.3% | $12,696-97.7% | $13,390-97.9% |