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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 | $225,596 | $201,370+12.0% | $184,256+22.4% | $145,897+54.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -26.03% | 29.05%-55.1pp | 28.85%-54.9pp | 552.29%-578.3pp |
| Employer contribution / active EE | $24,084 | $7,024+242.9% | $6,427+274.7% | $4,663+416.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |