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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 | $100,376 | $103,393-2.9% | $87,103+15.2% | $152,909-34.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 9.66% | 28.10%-18.4pp | 28.19%-18.5pp | 345.46%-335.8pp |
| Employer contribution / active EE | $1,005 | $3,221-68.8% | $2,521-60.1% | $4,764-78.9% |
| Participant deferral / active EE | $1,005 | $4,778-79.0% | $4,049-75.2% | $5,851-82.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |