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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 | $241,809 | $156,398+54.6% | $147,318+64.1% | $138,895+74.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.68% | 78.75%-70.1pp | 70.43%-61.8pp | 145.39%-136.7pp |
| Employer contribution / active EE | $3,636 | $4,853-25.1% | $4,593-20.8% | $4,194-13.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |