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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 | $220,057 | $168,635+30.5% | $147,617+49.1% | $125,389+75.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.65% | 77.65%-82.3pp | 61.98%-66.6pp | 282.24%-286.9pp |
| Employer contribution / active EE | $13,136 | $6,252+110.1% | $5,564+136.1% | $4,866+169.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |