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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 | $156,430 | $102,595+52.5% | $94,057+66.3% | $154,746+1.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.18% | 583.42%-573.2pp | 480.62%-470.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $12,335 | $3,147+291.9% | $2,933+320.6% | $4,379+181.7% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $110 | $7,736-98.6% | $7,244-98.5% | $14,365-99.2% |