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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 | $112,751 | $112,7290% | $98,716+14.2% | $137,256-17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.21% | 38.48%-31.3pp | 31.81%-24.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $572 | $2,725-79.0% | $2,279-74.9% | $4,156-86.2% |
| Participant deferral / active EE | $530 | $4,640-88.6% | $4,048-86.9% | $6,407-91.7% |
| Admin fee / account holder | $75 | $10,129-99.3% | $8,703-99.1% | $12,270-99.4% |