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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 | $275,752-71.9% | $256,809-69.8% | $198,609-61.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.31% | 34.81%-31.5pp | 32.73%-29.4pp | 202.70%-199.4pp |
| Employer contribution / active EE | $3,075 | $7,721-60.2% | $7,263-57.7% | $5,055-39.2% |
| Participant deferral / active EE | $2,252 | $10,037-77.6% | $9,520-76.3% | $6,977-67.7% |
| Admin fee / account holder | $179 | $25,716-99.3% | $25,146-99.3% | $19,030-99.1% |