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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 | $47,968 | $201,372-76.2% | $184,260-74.0% | $145,884-67.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.21% | 29.04%-18.8pp | 28.84%-18.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,750 | $9,808-82.2% | $9,133-80.8% | $6,690-73.8% |
| Admin fee / account holder | $21 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |