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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 | $72,205 | $83,898-13.9% | $133,346-45.9% | $94,015-23.2% |
| Participation rate | 83.3% | 63.4%+20.0pp | 72.8%+10.5pp | 70.8%+12.5pp |
| Annual return | 6.54% | 16.00%-9.5pp | 36.85%-30.3pp | 17.84%-11.3pp |
| Employer contribution / active EE | $5,521 | $1,821+203.3% | $2,853+93.5% | $2,790+97.9% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $99 | $7,809-98.7% | $14,264-99.3% | $8,951-98.9% |