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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 | $28,945 | $92,798-68.8% | $96,707-70.1% | $137,256-78.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 80.4%-0.4pp | 80.0%0pp |
| Annual return | 10.65% | 31.24%-20.6pp | 34.78%-24.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $4,209 | $4,147+1.5% | $4,191+0.4% | $4,156+1.3% |
| Participant deferral / active EE | $696 | $5,877-88.2% | $5,997-88.4% | $6,407-89.1% |
| Admin fee / account holder | $25 | $7,946-99.7% | $7,503-99.7% | $12,270-99.8% |