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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 | $19,803 | $115,903-82.9% | $100,528-80.3% | $158,966-87.5% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.2pp | 82.0%+9.7pp |
| Annual return | 3.36% | 34.80%-31.4pp | 30.90%-27.5pp | 302.95%-299.6pp |
| Employer contribution / active EE | $959 | $4,105-76.6% | $3,419-71.9% | $4,762-79.9% |
| Participant deferral / active EE | $1,347 | $6,677-79.8% | $6,271-78.5% | $5,983-77.5% |
| Admin fee / account holder | $202 | $11,000-98.2% | $8,084-97.5% | $11,250-98.2% |