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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 | $154,862 | $226,105-31.5% | $182,540-15.2% | $152,897+1.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.76% | 192.58%-187.8pp | 148.58%-143.8pp | 345.43%-340.7pp |
| Employer contribution / active EE | $812 | $4,978-83.7% | $4,076-80.1% | $4,764-83.0% |
| Participant deferral / active EE | $449 | $6,370-93.0% | $5,525-91.9% | $5,851-92.3% |
| Admin fee / account holder | $87 | $10,706-99.2% | $8,593-99.0% | $11,599-99.2% |