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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 | $66,236 | $148,629-55.4% | $135,982-51.3% | $139,487-52.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.33% | 79.33%-60.0pp | 68.32%-49.0pp | 373.84%-354.5pp |
| Employer contribution / active EE | $16,754 | $5,247+219.3% | $4,859+244.8% | $4,755+252.4% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |