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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 | $72,537 | $208,088-65.1% | $186,193-61.0% | $154,746-53.1% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 15.24% | 89.97%-74.7pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,598 | $4,340+29.0% | $3,918+42.9% | $4,379+27.8% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |