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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 | $94,591 | $165,399-42.8% | $149,745-36.8% | $158,982-40.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 32.60% | 348.34%-315.7pp | 276.72%-244.1pp | 302.99%-270.4pp |
| Employer contribution / active EE | $1,209 | $5,105-76.3% | $4,646-74.0% | $4,763-74.6% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |