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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 | $183,665 | $212,386-13.5% | $199,883-8.1% | $138,895+32.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 1.53% | 47.75%-46.2pp | 43.81%-42.3pp | 145.39%-143.9pp |
| Employer contribution / active EE | $12,500 | $6,625+88.7% | $6,261+99.6% | $4,194+198.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |