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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 | $46,695 | $165,381-71.8% | $149,730-68.8% | $158,966-70.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.91% | 348.29%-336.4pp | 276.70%-264.8pp | 302.95%-291.0pp |
| Employer contribution / active EE | $1,455 | $5,104-71.5% | $4,645-68.7% | $4,762-69.5% |
| Participant deferral / active EE | $1,554 | $7,182-78.4% | $6,843-77.3% | $5,983-74.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |