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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 | $130,709 | $125,778+3.9% | $114,563+14.1% | $154,746-15.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 4.13% | 295.14%-291.0pp | 241.09%-237.0pp | 172.34%-168.2pp |
| Employer contribution / active EE | $10,953 | $2,806+290.3% | $2,592+322.5% | $4,379+150.1% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |