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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 | $34,054 | $93,617-63.6% | $135,982-75.0% | $75,177-54.7% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 9.09% | 30.89%-21.8pp | 68.32%-59.2pp | 160.75%-151.7pp |
| Employer contribution / active EE | $1,304 | $3,538-63.2% | $4,859-73.2% | $2,671-51.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $269 | $6,980-96.1% | $10,767-97.5% | $5,651-95.2% |