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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 | $66,003 | $201,370-67.2% | $184,256-64.2% | $145,897-54.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.30% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,499 | $7,024-78.7% | $6,427-76.7% | $4,663-67.9% |
| Participant deferral / active EE | $1,000 | $9,808-89.8% | $9,133-89.1% | $6,689-85.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |