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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 | $31,964 | $159,934-80.0% | $147,005-78.3% | $145,959-78.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.72% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,327 | $5,287-74.9% | $4,934-73.1% | $4,661-71.5% |
| Participant deferral / active EE | $1,468 | $8,427-82.6% | $8,070-81.8% | $6,689-78.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |