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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 | $91,100 | $156,398-41.8% | $147,318-38.2% | $138,895-34.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.05% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $5,016 | $4,853+3.4% | $4,593+9.2% | $4,194+19.6% |
| Participant deferral / active EE | $1,755 | $8,237-78.7% | $7,906-77.8% | $6,396-72.6% |
| Admin fee / account holder | $28 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |