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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 | $224,578 | $157,296+42.8% | $141,191+59.1% | $152,897+46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.93% | 64.34%-58.4pp | 71.41%-65.5pp | 345.43%-339.5pp |
| Employer contribution / active EE | $21,726 | $5,262+312.9% | $4,736+358.7% | $4,764+356.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |