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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 | $76,876 | $154,228-50.2% | $145,433-47.1% | $137,256-44.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.31% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $995 | $4,804-79.3% | $4,554-78.2% | $4,156-76.1% |
| Participant deferral / active EE | $1,546 | $8,216-81.2% | $7,897-80.4% | $6,407-75.9% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |