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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 | $140,127 | $91,537+53.1% | $130,045+7.8% | $75,173+86.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.83% | -631.55%+641.4pp | -137.30%+147.1pp | 160.72%-150.9pp |
| Employer contribution / active EE | $13,140 | $2,845+361.9% | $4,321+204.1% | $2,671+391.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |