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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 | $101,763+12.0% | $164,866-30.9% | $80,874+40.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.70% | 16.73%-7.0pp | 69.97%-60.3pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,839 | $2,954-37.8% | $4,343-57.7% | $2,756-33.3% |
| Participant deferral / active EE | $1,619 | $4,477-63.8% | $6,033-73.2% | $4,297-62.3% |
| Admin fee / account holder | $172 | $8,228-97.9% | $12,689-98.6% | $6,935-97.5% |