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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 | $137,577 | $159,978-14.0% | $147,041-6.4% | $145,978-5.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.17% | 98.36%-91.2pp | 419.21%-412.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,766 | $5,288-66.6% | $4,935-64.2% | $4,662-62.1% |
| Participant deferral / active EE | $2,325 | $8,429-72.4% | $8,071-71.2% | $6,690-65.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |