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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 | $18,036 | $162,136-88.9% | $152,301-88.2% | $154,746-88.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.88% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,523 | $4,890-68.9% | $4,624-67.1% | $4,379-65.2% |
| Participant deferral / active EE | $1,802 | $8,341-78.4% | $8,004-77.5% | $6,730-73.2% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |