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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 | $77,945 | $183,592-57.5% | $155,574-49.9% | $145,877-46.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.69% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,126 | $5,317-78.8% | $4,676-75.9% | $4,663-75.8% |
| Participant deferral / active EE | $1,354 | $6,466-79.1% | $5,629-75.9% | $6,691-79.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |