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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 | $26,071 | $96,558-73.0% | $80,977-67.8% | $273,972-90.5% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 0.24% | 15.14%-14.9pp | 17.11%-16.9pp | 41.46%-41.2pp |
| Employer contribution / active EE | $849 | $4,869-82.6% | $3,715-77.1% | $4,869-82.6% |
| Participant deferral / active EE | $709 | $6,598-89.3% | $5,696-87.6% | $5,287-86.6% |
| Admin fee / account holder | $299 | $7,493-96.0% | $5,517-94.6% | $10,133-97.1% |