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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 | $200,778 | $140,592+42.8% | $123,105+63.1% | $125,389+60.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.15% | 16.80%-23.9pp | 13.22%-20.4pp | 282.24%-289.4pp |
| Employer contribution / active EE | $6,470 | $6,041+7.1% | $5,151+25.6% | $4,866+33.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | -$4 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |