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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,508 | $165,381-82.8% | $149,730-81.0% | $158,966-82.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.04% | 348.29%-331.2pp | 276.70%-259.7pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,712 | $5,104-66.5% | $4,645-63.2% | $4,762-64.1% |
| Participant deferral / active EE | $1,433 | $7,182-80.0% | $6,843-79.1% | $5,983-76.0% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-99.9% | $11,250-100.0% |