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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 | $136,016 | $175,259-22.4% | $149,723-9.2% | $139,487-2.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 6.06% | 166.82%-160.8pp | 134.50%-128.4pp | 373.84%-367.8pp |
| Employer contribution / active EE | $1,555 | $5,478-71.6% | $4,821-67.7% | $4,755-67.3% |
| Participant deferral / active EE | $1,863 | $6,522-71.4% | $5,682-67.2% | $6,713-72.2% |
| Admin fee / account holder | $198 | $16,158-98.8% | $13,215-98.5% | $11,407-98.3% |