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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 | $44,241 | $165,361-73.2% | $149,715-70.4% | $158,950-72.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 27.27% | 348.24%-321.0pp | 276.66%-249.4pp | 302.91%-275.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $840 | $7,182-88.3% | $6,842-87.7% | $5,983-86.0% |
| Admin fee / account holder | $21 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |