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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 | $148,952 | $183,516-18.8% | $155,534-4.2% | $145,884+2.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.17% | 61.43%-55.3pp | 64.92%-58.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $5,185 | $5,315-2.4% | $4,675+10.9% | $4,662+11.2% |
| Participant deferral / active EE | $380 | $6,467-94.1% | $5,630-93.3% | $6,690-94.3% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |