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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 | $152,613 | $112,131+36.1% | $95,964+59.0% | $158,982-4.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.26% | 171.19%-165.9pp | 91.64%-86.4pp | 302.99%-297.7pp |
| Employer contribution / active EE | $5,793 | $3,199+81.1% | $2,541+128.0% | $4,763+21.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |