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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 | $124,643 | $185,883-32.9% | $170,043-26.7% | $139,466-10.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.28% | 60.54%-56.3pp | 53.40%-49.1pp | 373.66%-369.4pp |
| Employer contribution / active EE | $1,697 | $7,596-77.7% | $6,790-75.0% | $4,754-64.3% |
| Participant deferral / active EE | $2,263 | $11,626-80.5% | $10,410-78.3% | $6,712-66.3% |
| Admin fee / account holder | $1 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |