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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 | $167,666 | $181,896-7.8% | $156,551+7.1% | $273,972-38.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.15% | 30.74%-28.6pp | 32.23%-30.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $9,814 | $6,248+57.1% | $5,501+78.4% | $4,869+101.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |