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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 | $126,753 | $183,539-30.9% | $155,556-18.5% | $145,897-13.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.02% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,367 | $5,315-55.5% | $4,675-49.4% | $4,663-49.2% |
| Participant deferral / active EE | $1,684 | $6,467-74.0% | $5,631-70.1% | $6,689-74.8% |
| Admin fee / account holder | $220 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |