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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 | $221,528 | $165,381+33.9% | $149,730+48.0% | $158,966+39.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.58% | 348.29%-340.7pp | 276.70%-269.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $221 | $7,182-96.9% | $6,843-96.8% | $5,983-96.3% |
| Admin fee / account holder | $246 | $10,809-97.7% | $9,310-97.4% | $11,250-97.8% |