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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 | $160,040-75.0% | $147,096-72.9% | $145,877-72.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.75% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,470 | $5,289-72.2% | $4,936-70.2% | $4,663-68.5% |
| Participant deferral / active EE | $2,103 | $8,429-75.1% | $8,071-73.9% | $6,691-68.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |