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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 | $184,014+6.2% | $161,149+21.3% | $138,895+40.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.8%+11.2pp | 79.9%+10.1pp |
| Annual return | 3.47% | 21.52%-18.1pp | 21.16%-17.7pp | 145.39%-141.9pp |
| Employer contribution / active EE | $7,253 | $5,055+43.5% | $4,360+66.4% | $4,194+72.9% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $180 | $18,027-99.0% | $15,194-98.8% | $12,562-98.6% |