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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 | $39,272 | $155,555-74.8% | $146,866-73.3% | $155,188-74.7% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.5%-0.2pp | 80.8%+1.5pp |
| Annual return | 12.43% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,051 | $4,647-77.4% | $4,425-76.2% | $4,248-75.2% |
| Participant deferral / active EE | $2,103 | $8,044-73.9% | $7,759-72.9% | $6,531-67.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |