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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 | $181,050 | $226,090-19.9% | $182,531-0.8% | $152,885+18.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.48% | 192.57%-191.1pp | 148.57%-147.1pp | 345.39%-343.9pp |
| Employer contribution / active EE | $13,060 | $4,978+162.3% | $4,075+220.4% | $4,763+174.2% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $10,705-99.8% | $8,593-99.7% | $11,598-99.8% |