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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 | $210,696 | $115,796+82.0% | $101,264+108.1% | $158,950+32.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 6.22% | 56.15%-49.9pp | 46.48%-40.3pp | 302.91%-296.7pp |
| Employer contribution / active EE | $6,667 | $4,175+59.7% | $3,660+82.2% | $4,762+40.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $270 | $7,247-96.3% | $5,947-95.5% | $11,248-97.6% |