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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 | $65,002 | $201,370-67.7% | $184,256-64.7% | $145,897-55.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 25.47% | 29.05%-3.6pp | 28.85%-3.4pp | 552.29%-526.8pp |
| Employer contribution / active EE | $4,427 | $7,024-37.0% | $6,427-31.1% | $4,663-5.1% |
| Participant deferral / active EE | $2,606 | $9,808-73.4% | $9,133-71.5% | $6,689-61.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |