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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 | $160,221 | $202,460-20.9% | $169,385-5.4% | $139,456+14.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.19% | 532.07%-527.9pp | 405.82%-401.6pp | 373.45%-369.3pp |
| Employer contribution / active EE | $6,667 | $4,691+42.1% | $4,012+66.2% | $4,753+40.3% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $214 | $10,719-98.0% | $9,011-97.6% | $11,407-98.1% |