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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 | $134,233 | $102,663+30.8% | $86,216+55.7% | $139,466-3.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.61% | 1924.52%-1916.9pp | 1169.42%-1161.8pp | 373.66%-366.1pp |
| Employer contribution / active EE | $13,563 | $3,035+346.9% | $2,382+469.5% | $4,754+185.3% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |