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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 | $241,208 | $153,769+56.9% | $133,975+80.0% | $273,972-12.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.96% | 36.51%-39.5pp | 29.29%-32.3pp | 41.46%-44.4pp |
| Employer contribution / active EE | $12,500 | $6,029+107.3% | $5,211+139.9% | $4,869+156.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |