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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 | $143,675 | $180,749-20.5% | $160,784-10.6% | $137,256+4.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.07% | 2234.46%-2225.4pp | 1803.92%-1794.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $25,000 | $4,155+501.7% | $3,733+569.7% | $4,156+501.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |