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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 | $147,295 | $202,345-27.2% | $172,755-14.7% | $152,885-3.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.11% | 1029.77%-1022.7pp | 802.94%-795.8pp | 345.39%-338.3pp |
| Employer contribution / active EE | $2,666 | $5,858-54.5% | $5,144-48.2% | $4,763-44.0% |
| Participant deferral / active EE | $1,896 | $5,948-68.1% | $5,198-63.5% | $5,851-67.6% |
| Admin fee / account holder | $253 | $17,111-98.5% | $13,955-98.2% | $11,598-97.8% |