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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 | $178,174+9.7% | $156,181+25.1% | $137,256+42.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 3.47% | 84.19%-80.7pp | 64.87%-61.4pp | 220.34%-216.9pp |
| Employer contribution / active EE | $7,253 | $4,972+45.9% | $4,294+68.9% | $4,156+74.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $180 | $17,404-99.0% | $14,586-98.8% | $12,270-98.5% |