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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 | $124,552 | $148,582-16.2% | $135,942-8.4% | $139,456-10.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.80% | 79.26%-68.5pp | 68.28%-57.5pp | 373.45%-362.6pp |
| Employer contribution / active EE | $1,727 | $5,245-67.1% | $4,858-64.5% | $4,753-63.7% |
| Participant deferral / active EE | $2,325 | $8,101-71.3% | $7,759-70.0% | $6,711-65.4% |
| Admin fee / account holder | $105 | $12,402-99.2% | $10,764-99.0% | $11,407-99.1% |