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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 | $150,804 | $152,592-1.2% | $125,180+20.5% | $152,885-1.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -0.98% | 54.84%-55.8pp | 43.79%-44.8pp | 345.39%-346.4pp |
| Employer contribution / active EE | $5,896 | $4,947+19.2% | $3,866+52.5% | $4,763+23.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $270 | $13,435-98.0% | $9,703-97.2% | $11,598-97.7% |