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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 | $95,959-69.8% | $97,411-70.3% | $138,895-79.2% |
| Participation rate | 80.0% | 81.8%-1.8pp | 80.4%-0.4pp | 79.9%+0.1pp |
| Annual return | 10.65% | 29.30%-18.6pp | 34.72%-24.1pp | 145.39%-134.7pp |
| Employer contribution / active EE | $4,209 | $4,278-1.6% | $4,2100% | $4,194+0.4% |
| Participant deferral / active EE | $696 | $5,876-88.2% | $5,886-88.2% | $6,396-89.1% |
| Admin fee / account holder | $25 | $7,555-99.7% | $7,145-99.7% | $12,562-99.8% |