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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 | $131,493 | $169,356-22.4% | $129,406+1.6% | $145,897-9.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.35% | 14418.62%-14415.3pp | 9468.18%-9464.8pp | 552.29%-548.9pp |
| Employer contribution / active EE | $69,000 | $5,542+1145.0% | $4,155+1560.5% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $35 | $9,915-99.6% | $7,689-99.5% | $13,390-99.7% |