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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 | $39,933 | $160,070-75.1% | $147,117-72.9% | $145,897-72.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.75% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,470 | $5,285-72.2% | $4,932-70.2% | $4,663-68.5% |
| Participant deferral / active EE | $2,103 | $8,419-75.0% | $8,065-73.9% | $6,689-68.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |