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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 | $168,863 | $180,462-6.4% | $154,111+9.6% | $135,379+24.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.88% | 888.17%-899.0pp | 735.18%-746.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $21,317 | $6,036+253.2% | $5,298+302.4% | $4,779+346.1% |
| Participant deferral / active EE | $1,000 | $5,806-82.8% | $5,081-80.3% | $5,609-82.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |