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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 | $208,240 | $160,070+30.1% | $147,117+41.5% | $145,897+42.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.11% | 98.69%-94.6pp | 420.54%-416.4pp | 552.29%-548.2pp |
| Employer contribution / active EE | $17,125 | $5,285+224.1% | $4,932+247.2% | $4,663+267.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |