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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 | $100,203+41.4% | $85,240+66.3% | $145,897-2.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.06% | 84.28%-78.2pp | 66.75%-60.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $11,511 | $3,242+255.1% | $2,735+320.8% | $4,663+146.9% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17 | $7,265-99.8% | $6,165-99.7% | $13,390-99.9% |