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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 | $133,098 | $172,111-22.7% | $150,298-11.4% | $137,256-3.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 8.71% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $5,809 | $4,636+25.3% | $4,154+39.8% | $4,156+39.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |