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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 | $224,066 | $181,896+23.2% | $156,551+43.1% | $273,972-18.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.67% | 30.74%-39.4pp | 32.23%-40.9pp | 41.46%-50.1pp |
| Employer contribution / active EE | $16,412 | $6,248+162.7% | $5,501+198.3% | $4,869+237.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $245 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |