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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 | $162,548 | $132,634+22.6% | $115,768+40.4% | $137,256+18.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 4.88% | 160.70%-155.8pp | 100.46%-95.6pp | 220.34%-215.5pp |
| Employer contribution / active EE | $3,039 | $3,360-9.6% | $2,940+3.4% | $4,156-26.9% |
| Participant deferral / active EE | $808 | $5,619-85.6% | $4,917-83.6% | $6,407-87.4% |
| Admin fee / account holder | $207 | $15,028-98.6% | $12,439-98.3% | $12,270-98.3% |