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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 | $154,184 | $160,070-3.7% | $147,117+4.8% | $145,897+5.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.04% | 98.69%-91.6pp | 420.54%-413.5pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,502 | $5,285-71.6% | $4,932-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $713 | $8,419-91.5% | $8,065-91.2% | $6,689-89.3% |
| Admin fee / account holder | $215 | $15,035-98.6% | $12,993-98.3% | $13,390-98.4% |