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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 | $225,652 | $82,630+173.1% | $64,105+252.0% | $125,389+80.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 68.2%+24.7pp | 83.2%+9.7pp |
| Annual return | -4.50% | 1489.72%-1494.2pp | 791.24%-795.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $11,829 | $2,671+342.8% | $1,820+550.0% | $4,866+143.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |