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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 | $137,676 | $171,867-19.9% | $149,721-8.0% | $147,586-6.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -0.31% | 2113.36%-2113.7pp | 1501.67%-1502.0pp | 578.59%-578.9pp |
| Employer contribution / active EE | $10,500 | $6,275+67.3% | $5,444+92.9% | $4,876+115.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $99 | $13,799-99.3% | $11,282-99.1% | $10,886-99.1% |