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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 | $199,189 | $157,276+26.6% | $141,177+41.1% | $152,885+30.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.32% | 64.33%-42.0pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $1,383 | $5,262-73.7% | $4,736-70.8% | $4,763-71.0% |
| Participant deferral / active EE | $1,568 | $7,110-77.9% | $6,710-76.6% | $5,851-73.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |