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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 | $102,342 | $99,031+3.3% | $86,597+18.2% | $147,585-30.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.65% | 1312.56%-1306.9pp | 964.96%-959.3pp | 578.57%-572.9pp |
| Employer contribution / active EE | $1,276 | $3,132-59.3% | $2,840-55.1% | $4,876-73.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |