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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 | $146,740 | $227,633-35.5% | $189,597-22.6% | $167,553-12.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 3.98% | 78.45%-74.5pp | 64.20%-60.2pp | 478.89%-474.9pp |
| Employer contribution / active EE | $17,497 | $5,317+229.1% | $4,412+296.6% | $4,840+261.5% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |