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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 | $246,189 | $165,361+48.9% | $149,715+64.4% | $158,950+54.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.26% | 348.24%-352.5pp | 276.66%-280.9pp | 302.91%-307.2pp |
| Employer contribution / active EE | $17,090 | $5,103+234.9% | $4,645+268.0% | $4,762+258.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17 | $10,808-99.8% | $9,310-99.8% | $11,248-99.9% |