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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 | $39,352 | $202,440-80.6% | $169,390-76.8% | $139,466-71.8% |
| Participation rate | 88.2% | 81.1%+7.1pp | 77.2%+11.1pp | 80.3%+7.9pp |
| Annual return | 2.19% | 532.36%-530.2pp | 406.07%-403.9pp | 373.66%-371.5pp |
| Employer contribution / active EE | $904 | $4,693-80.7% | $4,013-77.5% | $4,754-81.0% |
| Participant deferral / active EE | $1,087 | $6,940-84.3% | $6,222-82.5% | $6,712-83.8% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |