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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 | $181,525 | $157,304+15.4% | $141,197+28.6% | $152,909+18.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.57% | 64.34%-58.8pp | 71.41%-65.8pp | 345.46%-339.9pp |
| Employer contribution / active EE | $6,512 | $5,263+23.7% | $4,736+37.5% | $4,764+36.7% |
| Participant deferral / active EE | $2,130 | $7,111-70.0% | $6,710-68.3% | $5,851-63.6% |
| Admin fee / account holder | $219 | $12,126-98.2% | $10,265-97.9% | $11,601-98.1% |