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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 | $177,426 | $160,040+10.9% | $147,096+20.6% | $145,877+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -4.20% | 98.49%-102.7pp | 419.75%-424.0pp | 551.28%-555.5pp |
| Employer contribution / active EE | $9,305 | $5,289+75.9% | $4,936+88.5% | $4,663+99.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |