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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 | $154,513 | $275,752-44.0% | $256,809-39.8% | $198,609-22.2% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 11.78% | 34.81%-23.0pp | 32.73%-20.9pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,325 | $7,721-69.9% | $7,263-68.0% | $5,055-54.0% |
| Participant deferral / active EE | $3,806 | $10,037-62.1% | $9,520-60.0% | $6,977-45.4% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |