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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 | $14,965 | $172,111-91.3% | $150,298-90.0% | $137,256-89.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 12.18% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,186 | $4,636+11.8% | $4,154+24.8% | $4,156+24.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |