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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 | $104,200 | $162,136-35.7% | $152,301-31.6% | $154,746-32.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -46.60% | 91.02%-137.6pp | 80.50%-127.1pp | 172.34%-218.9pp |
| Employer contribution / active EE | $14,194 | $4,890+190.2% | $4,624+206.9% | $4,379+224.1% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |