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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 | $180,818 | $183,592-1.5% | $155,574+16.2% | $145,877+24.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.53% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $11,219 | $5,317+111.0% | $4,676+139.9% | $4,663+140.6% |
| Participant deferral / active EE | $1,250 | $6,466-80.7% | $5,629-77.8% | $6,691-81.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |