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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 | $99,440 | $155,555-36.1% | $146,866-32.3% | $155,188-35.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 4.23% | 115.41%-111.2pp | 102.85%-98.6pp | 148.84%-144.6pp |
| Employer contribution / active EE | $1,091 | $4,647-76.5% | $4,425-75.3% | $4,248-74.3% |
| Participant deferral / active EE | $180 | $8,044-97.8% | $7,759-97.7% | $6,531-97.2% |
| Admin fee / account holder | $18 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |