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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 | $131,493 | $169,161-22.3% | $129,295+1.7% | $145,959-9.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.35% | 14348.07%-14344.7pp | 9429.28%-9425.9pp | 561.95%-558.6pp |
| Employer contribution / active EE | $69,000 | $5,543+1144.8% | $4,157+1559.8% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $35 | $9,878-99.6% | $7,665-99.5% | $13,398-99.7% |