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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 | $100,679 | $108,882-7.5% | $96,754+4.1% | $154,746-34.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -63.41% | 98.39%-161.8pp | 82.04%-145.4pp | 172.34%-235.8pp |
| Employer contribution / active EE | $4,538 | $3,018+50.4% | $2,679+69.4% | $4,379+3.6% |
| Participant deferral / active EE | $800 | $5,323-85.0% | $4,758-83.2% | $6,730-88.1% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |