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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 | $28,404 | $81,487-65.1% | $102,412-72.3% | $80,935-64.9% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 6.48% | 25.60%-19.1pp | 24.94%-18.5pp | 35.66%-29.2pp |
| Employer contribution / active EE | $2,348 | $3,103-24.3% | $3,870-39.3% | $2,757-14.8% |
| Participant deferral / active EE | $1,347 | $3,871-65.2% | $5,060-73.4% | $4,299-68.7% |
| Admin fee / account holder | $279 | $6,717-95.9% | $8,388-96.7% | $6,924-96.0% |