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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 | $36,939 | $156,398-76.4% | $147,318-74.9% | $138,895-73.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.05% | 78.75%-72.7pp | 70.43%-64.4pp | 145.39%-139.3pp |
| Employer contribution / active EE | $4,839 | $4,853-0.3% | $4,593+5.4% | $4,194+15.4% |
| Participant deferral / active EE | $1,067 | $8,237-87.1% | $7,906-86.5% | $6,396-83.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |