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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 | $102,260 | $99,647+2.6% | $86,439+18.3% | $134,509-24.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.27% | 6784.13%-6810.4pp | 4395.55%-4421.8pp | 418.13%-444.4pp |
| Employer contribution / active EE | $1,030 | $4,401-76.6% | $3,769-72.7% | $4,741-78.3% |
| Participant deferral / active EE | $1,250 | $7,246-82.7% | $6,952-82.0% | $6,400-80.5% |
| Admin fee / account holder | $1 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |