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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 | $92,109 | $148,629-38.0% | $135,982-32.3% | $139,487-34.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 11.87% | 79.33%-67.5pp | 68.32%-56.5pp | 373.84%-362.0pp |
| Employer contribution / active EE | $1,595 | $5,247-69.6% | $4,859-67.2% | $4,755-66.5% |
| Participant deferral / active EE | $2,367 | $8,102-70.8% | $7,760-69.5% | $6,713-64.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |