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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 | $62,110 | $157,304-60.5% | $141,197-56.0% | $152,909-59.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 11.94% | 64.34%-52.4pp | 71.41%-59.5pp | 345.46%-333.5pp |
| Employer contribution / active EE | $4,553 | $5,263-13.5% | $4,736-3.9% | $4,764-4.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $180 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |