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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 | $71,805 | $96,508-25.6% | $75,901-5.4% | $152,897-53.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.5%+9.9pp |
| Annual return | 4.32% | 33.99%-29.7pp | 30.76%-26.4pp | 345.43%-341.1pp |
| Employer contribution / active EE | $507 | $3,310-84.7% | $2,501-79.7% | $4,764-89.4% |
| Participant deferral / active EE | $505 | $4,554-88.9% | $3,603-86.0% | $5,851-91.4% |
| Admin fee / account holder | $62 | $8,081-99.2% | $5,420-98.9% | $11,599-99.5% |