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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 | $132,304 | $129,737+2.0% | $119,126+11.1% | $154,746-14.5% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 5.39% | 379.08%-373.7pp | 282.11%-276.7pp | 172.34%-166.9pp |
| Employer contribution / active EE | $7,500 | $4,375+71.4% | $4,034+85.9% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $113 | $11,961-99.1% | $10,693-98.9% | $14,365-99.2% |