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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 | $109,229 | $106,905+2.2% | $84,020+30.0% | $152,885-28.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -0.49% | 105.00%-105.5pp | 71.31%-71.8pp | 345.39%-345.9pp |
| Employer contribution / active EE | $6,126 | $2,735+124.0% | $1,984+208.9% | $4,763+28.6% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |