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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 | $26,304 | $167,533-84.3% | $151,645-82.7% | $134,545-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -41.88% | 7.81%-49.7pp | 3.34%-45.2pp | 418.37%-460.3pp |
| Employer contribution / active EE | $6,470 | $6,828-5.3% | $6,165+4.9% | $4,742+36.4% |
| Participant deferral / active EE | $1,300 | $8,985-85.5% | $8,363-84.5% | $6,401-79.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |