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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 | $195,393 | $199,109-1.9% | $173,730+12.5% | $154,746+26.3% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 3.47% | 20.02%-16.5pp | 19.96%-16.5pp | 172.34%-168.9pp |
| Employer contribution / active EE | $7,253 | $5,311+36.6% | $4,577+58.5% | $4,379+65.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $180 | $20,916-99.1% | $17,523-99.0% | $14,365-98.8% |