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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 | $111,002 | $107,934+2.8% | $91,989+20.7% | $152,870-27.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 89.25%-89.2pp | 69.02%-69.0pp | 345.34%-345.3pp |
| Employer contribution / active EE | $56,000 | $4,210+1230.2% | $3,452+1522.3% | $4,763+1075.8% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,597-100.0% |