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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 | $100,887 | $167,504-39.8% | $151,628-33.5% | $134,509-25.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.17% | 7.81%-32.0pp | 3.34%-27.5pp | 418.13%-442.3pp |
| Employer contribution / active EE | $26,960 | $6,828+294.8% | $6,165+337.3% | $4,741+468.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |