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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 | $106,288 | $116,203-8.5% | $93,621+13.5% | $152,897-30.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 7.35% | 35.96%-28.6pp | 32.76%-25.4pp | 345.43%-338.1pp |
| Employer contribution / active EE | $2,434 | $3,219-24.4% | $2,719-10.5% | $4,764-48.9% |
| Participant deferral / active EE | $628 | $4,605-86.4% | $4,070-84.6% | $5,851-89.3% |
| Admin fee / account holder | $92 | $10,751-99.1% | $7,890-98.8% | $11,599-99.2% |