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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 | $248,386 | $167,362+48.4% | $143,799+72.7% | $134,532+84.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.22% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $8,441 | $5,620+50.2% | $4,952+70.4% | $4,741+78.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $132 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |