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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 | $76,166 | $181,896-58.1% | $156,551-51.3% | $273,972-72.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.58% | 30.74%-31.3pp | 32.23%-32.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $1,896 | $6,248-69.7% | $5,501-65.5% | $4,869-61.1% |
| Participant deferral / active EE | $1,857 | $5,550-66.5% | $4,871-61.9% | $5,287-64.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |