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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 | $224,678 | $152,542+47.3% | $117,498+91.2% | $134,509+67.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -29.22% | 53.02%-82.2pp | 29.75%-59.0pp | 418.13%-447.4pp |
| Employer contribution / active EE | $16,260 | $5,574+191.7% | $4,178+289.2% | $4,741+243.0% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $25 | $7,006-99.6% | $5,646-99.6% | $11,427-99.8% |