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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 | $192,713 | $211,105-8.7% | $178,449+8.0% | $145,978+32.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.75% | 30.19%-24.4pp | 27.09%-21.3pp | 550.52%-544.8pp |
| Employer contribution / active EE | $8,000 | $4,569+75.1% | $3,951+102.5% | $4,662+71.6% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $197 | $12,017-98.4% | $10,362-98.1% | $13,400-98.5% |