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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 | $21,104 | $117,829-82.1% | $102,423-79.4% | $145,877-85.5% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 5.04% | 31.83%-26.8pp | 29.42%-24.4pp | 551.28%-546.2pp |
| Employer contribution / active EE | $4,324 | $3,615+19.6% | $3,023+43.0% | $4,663-7.3% |
| Participant deferral / active EE | $1,034 | $5,732-82.0% | $5,054-79.5% | $6,691-84.5% |
| Admin fee / account holder | $56 | $13,335-99.6% | $9,455-99.4% | $13,402-99.6% |