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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 | $57,108 | $97,550-41.5% | $120,344-52.5% | $87,485-34.7% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.7%-1.7pp | 68.9%+6.1pp |
| Annual return | 10.44% | 18.41%-8.0pp | 20.30%-9.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $296 | $4,230-93.0% | $5,135-94.2% | $4,274-93.1% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |