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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 | $254,759-23.3% | $216,567-9.8% | $198,609-1.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 81.6%+8.4pp | 82.4%+7.6pp |
| Annual return | 3.47% | 10.04%-6.6pp | 12.94%-9.5pp | 202.70%-199.2pp |
| Employer contribution / active EE | $7,253 | $6,096+19.0% | $5,216+39.1% | $5,055+43.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $180 | $26,311-99.3% | $21,981-99.2% | $19,030-99.1% |