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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 | $111,321 | $108,911+2.2% | $100,392+10.9% | $145,884-23.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.59% | 58.23%-54.6pp | 49.45%-45.9pp | 551.85%-548.3pp |
| Employer contribution / active EE | $33,814 | $4,420+665.0% | $3,941+757.9% | $4,662+625.3% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |