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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 | $50,846 | $155,555-67.3% | $146,866-65.4% | $155,188-67.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 14.97% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,190 | $8,044-85.2% | $7,759-84.7% | $6,531-81.8% |
| Admin fee / account holder | $150 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |