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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 | $61,668 | $168,636-63.4% | $147,617-58.2% | $125,393-50.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.86% | 77.65%-81.5pp | 61.98%-65.8pp | 282.23%-286.1pp |
| Employer contribution / active EE | $7,778 | $6,252+24.4% | $5,565+39.8% | $4,866+59.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $195 | $13,580-98.6% | $11,611-98.3% | $9,541-98.0% |