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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 | $97,125+3.7% | $86,233+16.8% | $137,256-26.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -63.41% | 74.19%-137.6pp | 61.39%-124.8pp | 220.34%-283.8pp |
| Employer contribution / active EE | $4,538 | $2,841+59.7% | $2,504+81.2% | $4,156+9.2% |
| Participant deferral / active EE | $800 | $5,180-84.6% | $4,559-82.5% | $6,407-87.5% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |