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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 | $187,957 | $166,089+13.2% | $164,928+14.0% | $145,978+28.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.92% | 100.26%-92.3pp | 70.08%-62.2pp | 550.52%-542.6pp |
| Employer contribution / active EE | $7,778 | $5,276+47.4% | $4,343+79.1% | $4,662+66.8% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |