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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 | $190,738 | $80,992+135.5% | $96,534+97.6% | $75,173+153.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 5.19% | 27.05%-21.9pp | 25.88%-20.7pp | 160.72%-155.5pp |
| Employer contribution / active EE | $11,186 | $2,283+390.0% | $2,965+277.2% | $2,671+318.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $116 | $6,717-98.3% | $8,253-98.6% | $5,651-98.0% |