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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 | $186,304 | $181,896+2.4% | $156,551+19.0% | $273,972-32.0% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 2.03% | 30.74%-28.7pp | 32.23%-30.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,707 | $5,550-69.3% | $4,871-65.0% | $5,287-67.7% |
| Admin fee / account holder | $166 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |