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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 | $47,906 | $96,965-50.6% | $97,995-51.1% | $147,586-67.5% |
| Participation rate | 77.8% | 83.6%-5.8pp | 82.4%-4.6pp | 82.8%-5.1pp |
| Annual return | 4.88% | 24.11%-19.2pp | 23.94%-19.1pp | 578.59%-573.7pp |
| Employer contribution / active EE | $6,083 | $4,536+34.1% | $4,158+46.3% | $4,876+24.7% |
| Participant deferral / active EE | $1,521 | $5,081-70.1% | $5,097-70.2% | $5,439-72.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |