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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 | $94,321 | $115,810-18.6% | $101,271-6.9% | $158,966-40.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | -0.46% | 56.15%-56.6pp | 46.48%-46.9pp | 302.95%-303.4pp |
| Employer contribution / active EE | $2,744 | $4,175-34.3% | $3,660-25.0% | $4,762-42.4% |
| Participant deferral / active EE | $1,250 | $4,958-74.8% | $4,371-71.4% | $5,983-79.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |