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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 | $160,028+10.0% | $147,080+19.7% | $145,884+20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.96% | 98.60%-99.6pp | 420.17%-421.1pp | 551.85%-552.8pp |
| Employer contribution / active EE | $10,125 | $5,286+91.6% | $4,933+105.2% | $4,662+117.2% |
| Participant deferral / active EE | $405 | $8,422-95.2% | $8,066-95.0% | $6,690-93.9% |
| Admin fee / account holder | $4 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |