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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 | $64,677 | $69,977-7.6% | $108,582-40.4% | $62,881+2.9% |
| Participation rate | 96.3% | 72.9%+23.4pp | 79.6%+16.7pp | 69.3%+27.0pp |
| Annual return | -7.36% | 10.73%-18.1pp | -51.70%+44.3pp | 20.14%-27.5pp |
| Employer contribution / active EE | $3,597 | $2,135+68.5% | $3,758-4.3% | $2,281+57.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $30 | $5,076-99.4% | $7,645-99.6% | $4,296-99.3% |