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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 | $43,508 | $135,956-68.0% | $123,894-64.9% | $273,972-84.1% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,910 | $5,170-63.1% | $4,617-58.6% | $4,869-60.8% |
| Participant deferral / active EE | $1,910 | $6,343-69.9% | $5,984-68.1% | $5,287-63.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |