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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 | $110,461 | $85,766+28.8% | $136,298-19.0% | $70,126+57.5% |
| Participation rate | 97.6% | 74.2%+23.5pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | -3.44% | 31.46%-34.9pp | 5156.27%-5159.7pp | 73.15%-76.6pp |
| Employer contribution / active EE | $8,921 | $2,966+200.8% | $4,696+90.0% | $2,343+280.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |