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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 | $113,991 | $157,304-27.5% | $141,197-19.3% | $152,909-25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -11.85% | 64.34%-76.2pp | 71.41%-83.3pp | 345.46%-357.3pp |
| Employer contribution / active EE | $7,500 | $5,263+42.5% | $4,736+58.4% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |