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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 | $102,674 | $110,379-7.0% | $102,412+0.3% | $145,884-29.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 6.18% | 24.84%-18.7pp | 24.94%-18.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $5,556 | $4,216+31.8% | $3,870+43.6% | $4,662+19.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |