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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 | $29,822 | $165,399-82.0% | $149,745-80.1% | $158,982-81.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.20% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $1,425 | $5,105-72.1% | $4,646-69.3% | $4,763-70.1% |
| Participant deferral / active EE | $1,698 | $7,183-76.4% | $6,843-75.2% | $5,983-71.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |