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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 | $98,967 | $87,166+13.5% | $76,735+29.0% | $137,256-27.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | -43.73% | 26.50%-70.2pp | 29.77%-73.5pp | 220.34%-264.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $789 | $4,726-83.3% | $4,088-80.7% | $6,407-87.7% |
| Admin fee / account holder | $13 | $8,403-99.9% | $7,189-99.8% | $12,270-99.9% |