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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 | $78,678 | $209,422-62.4% | $178,503-55.9% | $158,982-50.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | -2.72% | 188.81%-191.5pp | 151.12%-153.8pp | 302.99%-305.7pp |
| Employer contribution / active EE | $1,511 | $5,707-73.5% | $5,011-69.8% | $4,763-68.3% |
| Participant deferral / active EE | $405 | $5,955-93.2% | $5,202-92.2% | $5,983-93.2% |
| Admin fee / account holder | $26 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |