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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 | $227,791 | $175,231+30.0% | $149,696+52.2% | $139,466+63.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.23% | 166.77%-162.5pp | 134.46%-130.2pp | 373.66%-369.4pp |
| Employer contribution / active EE | $15,250 | $5,478+178.4% | $4,821+216.3% | $4,754+220.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $185 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |