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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 | $183,592-31.0% | $155,574-18.5% | $145,877-13.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.02% | 61.37%-53.4pp | 64.87%-56.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,367 | $5,317-55.5% | $4,676-49.4% | $4,663-49.2% |
| Participant deferral / active EE | $1,684 | $6,466-74.0% | $5,629-70.1% | $6,691-74.8% |
| Admin fee / account holder | $220 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |