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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 | $82,268 | $176,120-53.3% | $159,487-48.4% | $167,553-50.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 7.62% | 331.95%-324.3pp | 263.71%-256.1pp | 478.89%-471.3pp |
| Employer contribution / active EE | $1,479 | $5,299-72.1% | $4,831-69.4% | $4,840-69.4% |
| Participant deferral / active EE | $1,524 | $7,752-80.3% | $7,354-79.3% | $6,343-76.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |