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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 | $176,088 | $160,040+10.0% | $147,096+19.7% | $145,877+20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.96% | 98.49%-99.5pp | 419.75%-420.7pp | 551.28%-552.2pp |
| Employer contribution / active EE | $10,125 | $5,289+91.4% | $4,936+105.1% | $4,663+117.1% |
| Participant deferral / active EE | $405 | $8,429-95.2% | $8,071-95.0% | $6,691-93.9% |
| Admin fee / account holder | $4 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |