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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 | $138,697 | $115,814+19.8% | $101,275+37.0% | $158,982-12.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.16% | 56.16%-52.0pp | 46.48%-42.3pp | 302.99%-298.8pp |
| Employer contribution / active EE | $17,197 | $4,176+311.8% | $3,660+369.9% | $4,763+261.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |