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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 | $52,193 | $76,834-32.1% | $108,359-51.8% | $87,485-40.3% |
| Participation rate | 85.2% | 61.7%+23.5pp | 70.1%+15.1pp | 68.9%+16.3pp |
| Annual return | 11.75% | 19.09%-7.3pp | 36.89%-25.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,591 | $1,556+66.5% | $2,399+8.0% | $2,596-0.2% |
| Participant deferral / active EE | $1,045 | $3,100-66.3% | $4,137-74.7% | $4,274-75.6% |
| Admin fee / account holder | $121 | $6,537-98.1% | $9,741-98.8% | $7,775-98.4% |