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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 | $240,294 | $176,402+36.2% | $134,155+79.1% | $158,931+51.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -5.53% | 63.64%-69.2pp | 36.33%-41.9pp | 302.86%-308.4pp |
| Employer contribution / active EE | $18,647 | $5,041+269.9% | $3,704+403.4% | $4,761+291.6% |
| Participant deferral / active EE | $0 | $4,092-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,247-100.0% |