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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 | $93,504 | $80,753+15.8% | $136,298-31.4% | $62,293+50.1% |
| Participation rate | 77.4% | 73.5%+3.8pp | 81.9%-4.6pp | 69.5%+7.8pp |
| Annual return | 3.08% | 35.83%-32.7pp | 5156.27%-5153.2pp | 28.90%-25.8pp |
| Employer contribution / active EE | $556 | $2,884-80.7% | $4,696-88.2% | $2,042-72.8% |
| Participant deferral / active EE | $222 | $5,164-95.7% | $6,247-96.4% | $3,169-93.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |