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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 | $64,754 | $102,828-37.0% | $105,387-38.6% | $152,909-57.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 11.18% | 20.85%-9.7pp | 26.82%-15.6pp | 345.46%-334.3pp |
| Employer contribution / active EE | $5,790 | $4,473+29.5% | $4,213+37.4% | $4,764+21.5% |
| Participant deferral / active EE | $1,448 | $5,465-73.5% | $5,502-73.7% | $5,851-75.3% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |