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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 | $71,469 | $197,625-63.8% | $177,840-59.8% | $158,966-55.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 15.58% | 58.76%-43.2pp | 48.32%-32.7pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,859 | $6,698-72.2% | $5,919-68.6% | $4,762-61.0% |
| Participant deferral / active EE | $2,897 | $8,405-65.5% | $7,714-62.4% | $5,983-51.6% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |