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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 | $115,225-2.1% | $100,712+12.0% | $138,895-18.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 7.21% | 40.35%-33.1pp | 33.27%-26.1pp | 145.39%-138.2pp |
| Employer contribution / active EE | $572 | $2,771-79.4% | $2,313-75.3% | $4,194-86.4% |
| Participant deferral / active EE | $530 | $4,699-88.7% | $4,085-87.0% | $6,396-91.7% |
| Admin fee / account holder | $75 | $10,844-99.3% | $9,256-99.2% | $12,562-99.4% |