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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 | $225,846 | $157,296+43.6% | $141,191+60.0% | $152,897+47.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.31% | 64.34%-57.0pp | 71.41%-64.1pp | 345.43%-338.1pp |
| Employer contribution / active EE | $1,802 | $5,262-65.8% | $4,736-62.0% | $4,764-62.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |