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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 | $97,751-56.2% | $103,447-58.6% | $145,877-70.6% |
| Participation rate | 72.7% | 81.1%-8.4pp | 80.5%-7.8pp | 80.3%-7.6pp |
| Annual return | 9.39% | 25.43%-16.0pp | 23.92%-14.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $5,455 | $4,684+16.4% | $4,678+16.6% | $4,663+17.0% |
| Participant deferral / active EE | $1,068 | $6,603-83.8% | $6,624-83.9% | $6,691-84.0% |
| Admin fee / account holder | $204 | $12,515-98.4% | $9,415-97.8% | $13,402-98.5% |