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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 | $61,165 | $54,541+12.1% | $78,778-22.4% | $70,126-12.8% |
| Participation rate | 98.7% | 60.8%+37.9pp | 69.2%+29.5pp | 69.5%+29.2pp |
| Annual return | 2.00% | 21.07%-19.1pp | 35.62%-33.6pp | 73.15%-71.2pp |
| Employer contribution / active EE | $235 | $1,089-78.4% | $1,986-88.2% | $2,343-90.0% |
| Participant deferral / active EE | $556 | $2,210-74.9% | $2,958-81.2% | $3,332-83.3% |
| Admin fee / account holder | $109 | $3,709-97.1% | $5,134-97.9% | $4,645-97.6% |