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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 | $47,622 | $60,165-20.8% | $74,184-35.8% | $55,167-13.7% |
| Participation rate | 82.3% | 74.2%+8.1pp | 76.6%+5.7pp | 69.0%+13.3pp |
| Annual return | 4.08% | 10.00%-5.9pp | 17.74%-13.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,056 | $2,973-64.5% | $3,550-70.3% | $3,054-65.4% |
| Admin fee / account holder | $33 | $419-92.2% | $5,586-99.4% | $504-93.5% |