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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 | $78,563 | $155,555-49.5% | $146,866-46.5% | $155,188-49.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 22.80% | 115.41%-92.6pp | 102.85%-80.0pp | 148.84%-126.0pp |
| Employer contribution / active EE | $3,000 | $4,647-35.4% | $4,425-32.2% | $4,248-29.4% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |