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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 | $16,928 | $156,398-89.2% | $147,318-88.5% | $138,895-87.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 23.20% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,918 | $4,853-60.5% | $4,593-58.2% | $4,194-54.3% |
| Participant deferral / active EE | $2,273 | $8,237-72.4% | $7,906-71.3% | $6,396-64.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |