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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 | $131,011 | $158,393-17.3% | $143,412-8.6% | $155,188-15.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 0.05% | 324.22%-324.2pp | 256.99%-256.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $13,877 | $3,911+254.8% | $3,748+270.2% | $4,248+226.7% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |