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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 | $110,729 | $99,079+11.8% | $78,002+42.0% | $273,972-59.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.12% | 217.93%-216.8pp | 425.99%-424.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $3,778 | $3,308+14.2% | $2,470+52.9% | $4,869-22.4% |
| Participant deferral / active EE | $375 | $4,306-91.3% | $3,497-89.3% | $5,287-92.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |