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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 | $185,241 | $159,934+15.8% | $147,005+26.0% | $145,959+26.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.93% | 98.24%-95.3pp | 418.76%-415.8pp | 561.95%-559.0pp |
| Employer contribution / active EE | $1,392 | $5,287-73.7% | $4,934-71.8% | $4,661-70.1% |
| Participant deferral / active EE | $1,392 | $8,427-83.5% | $8,070-82.8% | $6,689-79.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |