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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 | $31,454 | $93,589-66.4% | $135,942-76.9% | $75,181-58.2% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 14.13% | 30.90%-16.8pp | 68.28%-54.1pp | 160.69%-146.6pp |
| Employer contribution / active EE | $2,195 | $3,537-37.9% | $4,858-54.8% | $2,671-17.8% |
| Participant deferral / active EE | $1,443 | $6,405-77.5% | $7,759-81.4% | $4,126-65.0% |
| Admin fee / account holder | $98 | $6,977-98.6% | $10,764-99.1% | $5,650-98.3% |