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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 | $77,495 | $223,823-65.4% | $211,142-63.3% | $154,746-49.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.31% | 50.39%-47.1pp | 46.84%-43.5pp | 172.34%-169.0pp |
| Employer contribution / active EE | $3,075 | $6,787-54.7% | $6,442-52.3% | $4,379-29.8% |
| Participant deferral / active EE | $2,252 | $9,750-76.9% | $9,284-75.7% | $6,730-66.5% |
| Admin fee / account holder | $179 | $19,707-99.1% | $19,076-99.1% | $14,365-98.8% |