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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 | $147,520 | $109,863+34.3% | $98,477+49.8% | $167,518-11.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | -1.42% | 1958.09%-1959.5pp | 1493.59%-1495.0pp | 478.71%-480.1pp |
| Employer contribution / active EE | $4,800 | $3,225+48.8% | $2,961+62.1% | $4,838-0.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |