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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 | $182,826 | $209,428-12.7% | $178,498+2.4% | $158,950+15.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.38% | 188.78%-184.4pp | 151.09%-146.7pp | 302.91%-298.5pp |
| Employer contribution / active EE | $8,759 | $5,707+53.5% | $5,011+74.8% | $4,762+83.9% |
| Participant deferral / active EE | $797 | $5,955-86.6% | $5,202-84.7% | $5,983-86.7% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |