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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 | $49,183 | $153,769-68.0% | $133,975-63.3% | $273,972-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.70% | 36.51%-34.8pp | 29.29%-27.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,905 | $6,029-51.8% | $5,211-44.3% | $4,869-40.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $265 | $11,765-97.7% | $9,324-97.2% | $10,133-97.4% |