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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 | $90,092 | $168,635-46.6% | $147,617-39.0% | $125,389-28.2% |
| Participation rate | 94.7% | 88.8%+6.0pp | 84.6%+10.1pp | 83.2%+11.5pp |
| Annual return | -5.60% | 77.65%-83.3pp | 61.98%-67.6pp | 282.24%-287.8pp |
| Employer contribution / active EE | $2,590 | $6,252-58.6% | $5,564-53.5% | $4,866-46.8% |
| Participant deferral / active EE | $1,139 | $5,507-79.3% | $4,895-76.7% | $5,352-78.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |