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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 | $99,000 | $88,710+11.6% | $81,783+21.1% | $145,959-32.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -3.16% | 1027.26%-1030.4pp | 775.05%-778.2pp | 561.95%-565.1pp |
| Employer contribution / active EE | $3,200 | $3,083+3.8% | $2,913+9.9% | $4,661-31.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |