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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 | $160,374 | $138,114+16.1% | $125,391+27.9% | $134,545+19.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -22.57% | 750.88%-773.5pp | 572.41%-595.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,866 | $7,801-76.1% | $7,448-74.9% | $6,401-70.8% |
| Admin fee / account holder | $146 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |