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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 | $231,812 | $197,594+17.3% | $177,822+30.4% | $158,931+45.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.05% | 58.76%-54.7pp | 48.32%-44.3pp | 302.86%-298.8pp |
| Employer contribution / active EE | $1,987 | $6,697-70.3% | $5,918-66.4% | $4,761-58.3% |
| Participant deferral / active EE | $2,516 | $8,405-70.1% | $7,714-67.4% | $5,982-57.9% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |