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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 | $194,811 | $157,304+23.8% | $141,197+38.0% | $152,909+27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.11% | 64.34%-56.2pp | 71.41%-63.3pp | 345.46%-337.4pp |
| Employer contribution / active EE | $1,957 | $5,263-62.8% | $4,736-58.7% | $4,764-58.9% |
| Participant deferral / active EE | $1,250 | $7,111-82.4% | $6,710-81.4% | $5,851-78.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |