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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 | $141,717 | $100,073+41.6% | $85,126+66.5% | $145,877-2.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.06% | 84.11%-78.1pp | 66.63%-60.6pp | 551.28%-545.2pp |
| Employer contribution / active EE | $11,511 | $3,236+255.7% | $2,731+321.5% | $4,663+146.9% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |