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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 | $158,204 | $140,592+12.5% | $123,105+28.5% | $125,389+26.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.80% | 16.80%-24.6pp | 13.22%-21.0pp | 282.24%-290.0pp |
| Employer contribution / active EE | $11,497 | $6,041+90.3% | $5,151+123.2% | $4,866+136.3% |
| Participant deferral / active EE | $403 | $6,980-94.2% | $6,229-93.5% | $5,352-92.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |