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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 | $204,001 | $197,819+3.1% | $155,789+30.9% | $125,389+62.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -24.79% | 86.73%-111.5pp | 71.54%-96.3pp | 282.24%-307.0pp |
| Employer contribution / active EE | $52,000 | $4,850+972.1% | $3,839+1254.6% | $4,866+968.6% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |