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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 | $80,369 | $165,399-51.4% | $149,745-46.3% | $158,982-49.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.34% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,841 | $7,183-74.4% | $6,843-73.1% | $5,983-69.2% |
| Admin fee / account holder | $100 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |