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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 | $242,996 | $150,447+61.5% | $136,298+78.3% | $147,586+64.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.30% | 1049.15%-1048.9pp | 5156.27%-5156.0pp | 578.59%-578.3pp |
| Employer contribution / active EE | $4,383 | $5,256-16.6% | $4,696-6.7% | $4,876-10.1% |
| Participant deferral / active EE | $1,405 | $6,631-78.8% | $6,247-77.5% | $5,439-74.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |