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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 | $141,269 | $172,111-17.9% | $150,298-6.0% | $137,256+2.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 9.79% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,636 | $4,636-64.7% | $4,154-60.6% | $4,156-60.6% |
| Participant deferral / active EE | $868 | $6,166-85.9% | $5,453-84.1% | $6,407-86.4% |
| Admin fee / account holder | $48 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |