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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 | $29,378 | $100,970-70.9% | $96,576-69.6% | $137,256-78.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.63% | 38.16%-33.5pp | 38.47%-33.8pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,052 | $3,809-72.4% | $3,553-70.4% | $4,156-74.7% |
| Participant deferral / active EE | $2,105 | $8,286-74.6% | $7,956-73.5% | $6,407-67.1% |
| Admin fee / account holder | $179 | $11,312-98.4% | $11,381-98.4% | $12,270-98.5% |