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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 | $60,739 | $56,197+8.1% | $67,652-10.2% | $59,633+1.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -13.79% | 18508.10%-18521.9pp | 6625.40%-6639.2pp | 2041.45%-2055.2pp |
| Employer contribution / active EE | $2,899 | $1,615+79.5% | $2,266+27.9% | $2,203+31.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $176 | $3,958-95.5% | $4,821-96.3% | $4,297-95.9% |