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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 | $207,628 | $183,592+13.1% | $155,574+33.5% | $145,877+42.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.94% | 61.37%-56.4pp | 64.87%-59.9pp | 551.28%-546.3pp |
| Employer contribution / active EE | $2,500 | $5,317-53.0% | $4,676-46.5% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |