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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 | $161,467 | $112,121+44.0% | $95,960+68.3% | $158,966+1.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.99% | 171.16%-168.2pp | 91.63%-88.6pp | 302.95%-300.0pp |
| Employer contribution / active EE | $2,500 | $3,199-21.9% | $2,541-1.6% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |