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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 | $162,136-65.4% | $152,301-63.1% | $154,746-63.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.70% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,710 | $4,890-44.6% | $4,624-41.4% | $4,379-38.1% |
| Participant deferral / active EE | $1,591 | $8,341-80.9% | $8,004-80.1% | $6,730-76.4% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |