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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 | $75,797 | $157,296-51.8% | $141,191-46.3% | $152,897-50.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.89% | 64.34%-55.4pp | 71.41%-62.5pp | 345.43%-336.5pp |
| Employer contribution / active EE | $1,629 | $5,262-69.1% | $4,736-65.6% | $4,764-65.8% |
| Participant deferral / active EE | $1,122 | $7,111-84.2% | $6,710-83.3% | $5,851-80.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |