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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 | $184,666 | $181,896+1.5% | $156,551+18.0% | $273,972-32.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.90% | 30.74%-31.6pp | 32.23%-33.1pp | 41.46%-42.4pp |
| Employer contribution / active EE | $6,625 | $6,248+6.0% | $5,501+20.4% | $4,869+36.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $182 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |