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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 | $137,700 | $103,008+33.7% | $90,304+52.5% | $152,897-9.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.46% | 95.22%-91.8pp | 78.13%-74.7pp | 345.43%-342.0pp |
| Employer contribution / active EE | $10,000 | $3,139+218.5% | $2,855+250.3% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |