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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 | $49,082 | $148,582-67.0% | $135,942-63.9% | $139,456-64.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.15% | 79.26%-60.1pp | 68.28%-49.1pp | 373.45%-354.3pp |
| Employer contribution / active EE | $1,473 | $5,245-71.9% | $4,858-69.7% | $4,753-69.0% |
| Participant deferral / active EE | $1,933 | $8,101-76.1% | $7,759-75.1% | $6,711-71.2% |
| Admin fee / account holder | $69 | $12,402-99.4% | $10,764-99.4% | $11,407-99.4% |