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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 | $94,418 | $106,247-11.1% | $96,515-2.2% | $139,466-32.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.14% | 38.47%-33.3pp | 35.73%-30.6pp | 373.66%-368.5pp |
| Employer contribution / active EE | $1,241 | $4,106-69.8% | $3,740-66.8% | $4,754-73.9% |
| Participant deferral / active EE | $394 | $5,456-92.8% | $4,880-91.9% | $6,712-94.1% |
| Admin fee / account holder | $186 | $7,885-97.6% | $6,735-97.2% | $11,409-98.4% |