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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 | $155,014 | $115,911+33.7% | $100,530+54.2% | $158,950-2.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.84% | 34.80%-29.0pp | 30.89%-25.1pp | 302.91%-297.1pp |
| Employer contribution / active EE | $7,192 | $4,104+75.2% | $3,418+110.4% | $4,762+51.0% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $166 | $10,999-98.5% | $8,083-98.0% | $11,248-98.5% |