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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 | $60,232 | $150,442-60.0% | $136,295-55.8% | $147,585-59.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.77% | 1049.09%-1043.3pp | 5155.97%-5150.2pp | 578.56%-572.8pp |
| Employer contribution / active EE | $13,881 | $5,256+164.1% | $4,695+195.6% | $4,876+184.7% |
| Participant deferral / active EE | $1,667 | $6,630-74.9% | $6,247-73.3% | $5,439-69.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |