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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 | $45,488 | $46,596-2.4% | $64,099-29.0% | $75,181-39.5% |
| Participation rate | 81.5% | 65.9%+15.5pp | 72.3%+9.2pp | 67.2%+14.3pp |
| Annual return | 11.55% | 26.04%-14.5pp | 33.70%-22.1pp | 160.69%-149.1pp |
| Employer contribution / active EE | $699 | $1,975-64.6% | $2,748-74.6% | $2,671-73.8% |
| Participant deferral / active EE | $695 | $2,837-75.5% | $3,881-82.1% | $4,126-83.1% |
| Admin fee / account holder | $214 | $2,954-92.8% | $3,070-93.0% | $5,650-96.2% |