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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 | $50,490 | $138,393-63.5% | $184,256-72.6% | $80,959-37.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.97% | 20.01%-11.0pp | 28.85%-19.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,993 | $4,847-58.9% | $6,427-69.0% | $2,757-27.7% |
| Participant deferral / active EE | $2,209 | $7,076-68.8% | $9,133-75.8% | $4,300-48.6% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |