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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 | $101,548 | $99,009+2.6% | $86,581+17.3% | $147,585-31.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.04% | 1312.70%-1307.7pp | 965.06%-960.0pp | 578.58%-573.5pp |
| Employer contribution / active EE | $381 | $3,132-87.8% | $2,840-86.6% | $4,876-92.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |