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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 | $162,136-75.8% | $152,301-74.2% | $154,746-74.6% |
| Participation rate | 82.4% | 84.1%-1.8pp | 82.4%-0.1pp | 80.7%+1.7pp |
| Annual return | 12.43% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,051 | $4,890-78.5% | $4,624-77.3% | $4,379-76.0% |
| Participant deferral / active EE | $2,103 | $8,341-74.8% | $8,004-73.7% | $6,730-68.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |