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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 | $49,113 | $125,797-61.0% | $170,057-71.1% | $75,177-34.7% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 11.49% | 27.20%-15.7pp | 53.42%-41.9pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,628 | $4,616-64.7% | $6,790-76.0% | $2,671-39.1% |
| Participant deferral / active EE | $2,132 | $6,838-68.8% | $10,411-79.5% | $4,126-48.3% |
| Admin fee / account holder | $82 | $8,177-99.0% | $12,826-99.4% | $5,651-98.5% |