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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 | $152,016 | $99,652+52.5% | $78,778+93.0% | $147,586+3.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 6.57% | 47.28%-40.7pp | 35.62%-29.1pp | 578.59%-572.0pp |
| Employer contribution / active EE | $9,152 | $2,796+227.4% | $1,986+360.9% | $4,876+87.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |