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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 | $50,775 | $88,707-42.8% | $74,184-31.6% | $273,972-81.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 1.96% | 11.94%-10.0pp | 17.74%-15.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $962 | $3,159-69.6% | $2,370-59.4% | $4,869-80.3% |
| Participant deferral / active EE | $1,106 | $4,212-73.7% | $3,550-68.9% | $5,287-79.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |