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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 | $86,267 | $94,439-8.7% | $73,658+17.1% | $154,746-44.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -8.32% | 28.25%-36.6pp | 29.72%-38.0pp | 172.34%-180.7pp |
| Employer contribution / active EE | $163 | $1,257-87.1% | $1,032-84.3% | $4,379-96.3% |
| Participant deferral / active EE | $216 | $2,527-91.5% | $2,062-89.5% | $6,730-96.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |