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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 | $39,272 | $154,228-74.5% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 12.43% | 74.59%-62.2pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,051 | $4,804-78.1% | $4,554-76.9% | $4,156-74.7% |
| Participant deferral / active EE | $2,103 | $8,216-74.4% | $7,897-73.4% | $6,407-67.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |