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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 | $30,044 | $165,381-81.8% | $149,730-79.9% | $158,966-81.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.99% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,341 | $5,104-73.7% | $4,645-71.1% | $4,762-71.8% |
| Participant deferral / active EE | $1,755 | $7,182-75.6% | $6,843-74.3% | $5,983-70.7% |
| Admin fee / account holder | $60 | $10,809-99.4% | $9,310-99.4% | $11,250-99.5% |