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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 | $200,139 | $98,240+103.7% | $82,312+143.1% | $147,586+35.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -0.65% | 30.85%-31.5pp | 25.88%-26.5pp | 578.59%-579.2pp |
| Employer contribution / active EE | $14,866 | $3,192+365.8% | $2,428+512.2% | $4,876+204.9% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |