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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 | $66,959 | $156,398-57.2% | $147,318-54.5% | $138,895-51.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.24% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,159 | $4,853-76.1% | $4,593-74.8% | $4,194-72.4% |
| Participant deferral / active EE | $2,207 | $8,237-73.2% | $7,906-72.1% | $6,396-65.5% |
| Admin fee / account holder | $297 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |