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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 | $234,858 | $102,635+128.8% | $86,209+172.4% | $139,456+68.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.50% | 1923.53%-1919.0pp | 1169.05%-1164.6pp | 373.45%-368.9pp |
| Employer contribution / active EE | $31,891 | $3,034+951.1% | $2,381+1239.2% | $4,753+571.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |