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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 | $204,185 | $176,077+16.0% | $159,455+28.1% | $167,518+21.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.01% | 331.83%-322.8pp | 263.63%-254.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $4,545 | $5,298-14.2% | $4,830-5.9% | $4,838-6.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |