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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 | $22,951 | $157,304-85.4% | $141,197-83.7% | $152,909-85.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 7.36% | 64.34%-57.0pp | 71.41%-64.0pp | 345.46%-338.1pp |
| Employer contribution / active EE | $6,479 | $5,263+23.1% | $4,736+36.8% | $4,764+36.0% |
| Participant deferral / active EE | $731 | $7,111-89.7% | $6,710-89.1% | $5,851-87.5% |
| Admin fee / account holder | $170 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |