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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 | $115,281 | $185,856-38.0% | $170,028-32.2% | $139,456-17.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -4.69% | 60.52%-65.2pp | 53.39%-58.1pp | 373.45%-378.1pp |
| Employer contribution / active EE | $4,851 | $7,593-36.1% | $6,788-28.5% | $4,753+2.1% |
| Participant deferral / active EE | $2,700 | $11,623-76.8% | $10,409-74.1% | $6,711-59.8% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |