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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 | $45,255 | $56,544-20.0% | $75,501-40.1% | $70,126-35.5% |
| Participation rate | 82.4% | 68.1%+14.2pp | 72.4%+10.0pp | 69.5%+12.8pp |
| Annual return | 5.16% | 23.59%-18.4pp | 27.35%-22.2pp | 73.15%-68.0pp |
| Employer contribution / active EE | $839 | $1,817-53.8% | $2,352-64.3% | $2,343-64.2% |
| Participant deferral / active EE | $927 | $2,580-64.1% | $3,142-70.5% | $3,332-72.2% |
| Admin fee / account holder | $101 | $3,827-97.4% | $5,801-98.3% | $4,645-97.8% |