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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 | $198,176 | $167,504+18.3% | $151,628+30.7% | $134,509+47.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.34% | 7.81%-29.2pp | 3.34%-24.7pp | 418.13%-439.5pp |
| Employer contribution / active EE | $5,498 | $6,828-19.5% | $6,165-10.8% | $4,741+16.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $203 | $13,779-98.5% | $11,613-98.3% | $11,427-98.2% |