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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 | $245,177 | $171,865+42.7% | $149,718+63.8% | $147,585+66.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.23% | 2113.29%-2110.1pp | 1501.67%-1498.4pp | 578.56%-575.3pp |
| Employer contribution / active EE | $4,522 | $6,275-27.9% | $5,445-16.9% | $4,876-7.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |