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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 | $59,639 | $168,636-64.6% | $147,618-59.6% | $125,388-52.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.46% | 77.65%-86.1pp | 61.98%-70.4pp | 282.24%-290.7pp |
| Employer contribution / active EE | $1,854 | $6,252-70.3% | $5,565-66.7% | $4,866-61.9% |
| Participant deferral / active EE | $1,237 | $5,507-77.5% | $4,895-74.7% | $5,352-76.9% |
| Admin fee / account holder | $32 | $13,580-99.8% | $11,612-99.7% | $9,541-99.7% |