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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 | $0 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | -837.17% | 74.59%-911.8pp | 66.58%-903.7pp | 220.34%-1057.5pp |
| Employer contribution / active EE | $24,194 | $4,804+403.6% | $4,554+431.2% | $4,156+482.1% |
| Participant deferral / active EE | $2,201 | $8,216-73.2% | $7,897-72.1% | $6,407-65.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |