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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 | $154,326 | $124,346+24.1% | $111,308+38.6% | $167,536-7.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $7,419 | $3,437+115.8% | $2,732+171.6% | $4,839+53.3% |
| Participant deferral / active EE | $1,429 | $5,182-72.4% | $4,487-68.2% | $6,342-77.5% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |