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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 | $27,110 | $148,582-81.8% | $135,942-80.1% | $139,456-80.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.25% | 79.26%-60.0pp | 68.28%-49.0pp | 373.45%-354.2pp |
| Employer contribution / active EE | $1,695 | $5,245-67.7% | $4,858-65.1% | $4,753-64.3% |
| Participant deferral / active EE | $1,695 | $8,101-79.1% | $7,759-78.2% | $6,711-74.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |