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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 | $111,880 | $102,938+8.7% | $94,105+18.9% | $138,895-19.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 7.59% | 250.28%-242.7pp | 204.55%-197.0pp | 145.39%-137.8pp |
| Employer contribution / active EE | $1,250 | $2,732-54.2% | $2,504-50.1% | $4,194-70.2% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25 | $6,600-99.6% | $6,199-99.6% | $12,562-99.8% |