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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 | $147,191 | $126,661+16.2% | $113,397+29.8% | $138,895+6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.60% | 25.05%-15.5pp | 23.20%-13.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $9,391 | $3,456+171.7% | $2,977+215.4% | $4,194+123.9% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |