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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 | $172,897 | $217,432-20.5% | $185,849-7.0% | $167,536+3.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.49% | 148.42%-144.9pp | 122.10%-118.6pp | 478.82%-475.3pp |
| Employer contribution / active EE | $1,412 | $5,875-76.0% | $5,169-72.7% | $4,839-70.8% |
| Participant deferral / active EE | $1,737 | $6,357-72.7% | $5,569-68.8% | $6,342-72.6% |
| Admin fee / account holder | $259 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |