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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 | $227,291-19.2% | $214,702-14.5% | $155,188+18.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 1.53% | 60.08%-58.5pp | 54.55%-53.0pp | 148.84%-147.3pp |
| Employer contribution / active EE | $12,500 | $6,772+84.6% | $6,461+93.5% | $4,248+194.3% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |