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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 | $90,480 | $148,623-39.1% | $135,974-33.5% | $139,466-35.1% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 19.04% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,188 | $5,246-58.3% | $4,859-55.0% | $4,754-54.0% |
| Participant deferral / active EE | $412 | $8,103-94.9% | $7,760-94.7% | $6,712-93.9% |
| Admin fee / account holder | $6 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |