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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 | $54,265 | $157,304-65.5% | $141,197-61.6% | $152,909-64.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 26.18% | 64.34%-38.2pp | 71.41%-45.2pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,955 | $5,263-62.8% | $4,736-58.7% | $4,764-59.0% |
| Participant deferral / active EE | $1,040 | $7,111-85.4% | $6,710-84.5% | $5,851-82.2% |
| Admin fee / account holder | $3 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |