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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 | $165,120 | $202,342-18.4% | $172,753-4.4% | $152,909+8.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.95% | 1029.88%-1024.9pp | 803.00%-798.1pp | 345.46%-340.5pp |
| Employer contribution / active EE | $13,550 | $5,857+131.3% | $5,144+163.4% | $4,764+184.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |