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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 | $142,054 | $176,105-19.3% | $159,474-10.9% | $167,536-15.2% |
| Participation rate | 76.5% | 85.0%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 5.86% | 331.91%-326.0pp | 263.68%-257.8pp | 478.82%-473.0pp |
| Employer contribution / active EE | $1,115 | $5,299-79.0% | $4,831-76.9% | $4,839-77.0% |
| Participant deferral / active EE | $858 | $7,751-88.9% | $7,353-88.3% | $6,342-86.5% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |