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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 | $233,758 | $138,102+69.3% | $125,381+86.4% | $134,532+73.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.48% | 750.73%-772.2pp | 572.31%-593.8pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,449 | $5,245-72.4% | $4,815-69.9% | $4,741-69.4% |
| Participant deferral / active EE | $1,812 | $7,801-76.8% | $7,448-75.7% | $6,401-71.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |