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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 | $42,848 | $97,078-55.9% | $103,065-58.4% | $145,897-70.6% |
| Participation rate | 72.7% | 81.1%-8.4pp | 80.6%-7.8pp | 80.3%-7.6pp |
| Annual return | 9.39% | 25.49%-16.1pp | 23.95%-14.6pp | 552.29%-542.9pp |
| Employer contribution / active EE | $5,455 | $4,680+16.6% | $4,675+16.7% | $4,663+17.0% |
| Participant deferral / active EE | $1,068 | $6,601-83.8% | $6,625-83.9% | $6,689-84.0% |
| Admin fee / account holder | $204 | $12,505-98.4% | $9,349-97.8% | $13,390-98.5% |