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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 | $56,178 | $155,555-63.9% | $146,866-61.7% | $155,188-63.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 19.70% | 115.41%-95.7pp | 102.85%-83.2pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,710 | $4,647-41.7% | $4,425-38.8% | $4,248-36.2% |
| Participant deferral / active EE | $1,591 | $8,044-80.2% | $7,759-79.5% | $6,531-75.6% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |