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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 | $166,131-53.7% | $164,975-53.3% | $145,877-47.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | -12.32% | 100.37%-112.7pp | 70.12%-82.4pp | 551.28%-563.6pp |
| Employer contribution / active EE | $1,517 | $5,276-71.2% | $4,343-65.1% | $4,663-67.5% |
| Participant deferral / active EE | $280 | $6,962-96.0% | $6,033-95.4% | $6,691-95.8% |
| Admin fee / account holder | $286 | $16,648-98.3% | $12,688-97.7% | $13,402-97.9% |