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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 | $71,498 | $115,814-38.3% | $101,275-29.4% | $158,982-55.0% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 11.80% | 56.16%-44.4pp | 46.48%-34.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $823 | $4,176-80.3% | $3,660-77.5% | $4,763-82.7% |
| Participant deferral / active EE | $1,131 | $4,958-77.2% | $4,371-74.1% | $5,983-81.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |