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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 | $73,175 | $183,539-60.1% | $155,556-53.0% | $145,897-49.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 7.68% | 61.31%-53.6pp | 64.84%-57.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $3,592 | $5,315-32.4% | $4,675-23.2% | $4,663-23.0% |
| Participant deferral / active EE | $985 | $6,467-84.8% | $5,631-82.5% | $6,689-85.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |