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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 | $73,787-29.3% | $98,716-47.1% | $82,448-36.7% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.3%+15.9pp | 68.1%+17.1pp |
| Annual return | 11.75% | 18.57%-6.8pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,591 | $1,511+71.4% | $2,279+13.7% | $2,551+1.6% |
| Participant deferral / active EE | $1,045 | $3,081-66.1% | $4,048-74.2% | $4,139-74.8% |
| Admin fee / account holder | $121 | $6,500-98.1% | $8,703-98.6% | $7,234-98.3% |