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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 | $108,126 | $106,247+1.8% | $96,515+12.0% | $139,466-22.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.84% | 38.47%-33.6pp | 35.73%-30.9pp | 373.66%-368.8pp |
| Employer contribution / active EE | $1,703 | $4,106-58.5% | $3,740-54.4% | $4,754-64.2% |
| Participant deferral / active EE | $750 | $5,456-86.3% | $4,880-84.6% | $6,712-88.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |