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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 | $208,934 | $110,410+89.2% | $102,437+104.0% | $145,897+43.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.47% | 24.85%-17.4pp | 24.95%-17.5pp | 552.29%-544.8pp |
| Employer contribution / active EE | $15,000 | $4,217+255.7% | $3,871+287.5% | $4,663+221.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |