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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 | $59,464 | $154,228-61.4% | $145,433-59.1% | $137,256-56.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $24,736 | $4,804+414.9% | $4,554+443.1% | $4,156+495.2% |
| Participant deferral / active EE | $1,590 | $8,216-80.7% | $7,897-79.9% | $6,407-75.2% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |