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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 | $228,601 | $162,136+41.0% | $152,301+50.1% | $154,746+47.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.69% | 91.02%-87.3pp | 80.50%-76.8pp | 172.34%-168.6pp |
| Employer contribution / active EE | $19,000 | $4,890+288.5% | $4,624+310.9% | $4,379+333.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |