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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 | $108,383 | $148,582-27.1% | $135,942-20.3% | $139,456-22.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.19% | 79.26%-51.1pp | 68.28%-40.1pp | 373.45%-345.3pp |
| Employer contribution / active EE | $28,770 | $5,245+448.6% | $4,858+492.3% | $4,753+505.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |