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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 | $209,336-63.0% | $197,124-60.7% | $137,256-43.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.31% | 48.09%-44.8pp | 44.34%-41.0pp | 220.34%-217.0pp |
| Employer contribution / active EE | $3,075 | $6,591-53.3% | $6,227-50.6% | $4,156-26.0% |
| Participant deferral / active EE | $2,252 | $9,614-76.6% | $9,135-75.3% | $6,407-64.8% |
| Admin fee / account holder | $179 | $17,308-99.0% | $16,298-98.9% | $12,270-98.5% |