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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 | $24,414 | $124,425-80.4% | $112,040-78.2% | $137,256-82.2% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 9.10% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $4,918 | $3,411+44.2% | $2,954+66.5% | $4,156+18.3% |
| Participant deferral / active EE | $994 | $5,718-82.6% | $5,098-80.5% | $6,407-84.5% |
| Admin fee / account holder | $270 | $15,207-98.2% | $12,098-97.8% | $12,270-97.8% |