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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 | $113,967 | $101,795+12.0% | $165,100-31.0% | $80,959+40.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.70% | 16.73%-7.0pp | 70.21%-60.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,839 | $2,954-37.7% | $4,348-57.7% | $2,757-33.3% |
| Participant deferral / active EE | $1,619 | $4,476-63.8% | $6,035-73.2% | $4,300-62.3% |
| Admin fee / account holder | $172 | $8,221-97.9% | $12,696-98.6% | $6,925-97.5% |