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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 | $80,311 | $117,846-31.9% | $102,434-21.6% | $145,884-44.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 4.77% | 31.90%-27.1pp | 29.46%-24.7pp | 551.85%-547.1pp |
| Employer contribution / active EE | $1,620 | $3,615-55.2% | $3,023-46.4% | $4,662-65.3% |
| Participant deferral / active EE | $1,620 | $5,733-71.7% | $5,055-68.0% | $6,690-75.8% |
| Admin fee / account holder | $125 | $13,356-99.1% | $9,462-98.7% | $13,392-99.1% |