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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 | $113,953 | $198,457-42.6% | $170,435-33.1% | $147,586-22.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.76% | 257.30%-248.5pp | 205.94%-197.2pp | 578.59%-569.8pp |
| Employer contribution / active EE | $19,108 | $6,183+209.0% | $5,432+251.7% | $4,876+291.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |