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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 | $51,451 | $110,240-53.3% | $96,544-46.7% | $139,487-63.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.3pp | 80.3%-7.6pp |
| Annual return | 12.78% | 26.41%-13.6pp | 25.88%-13.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,966 | $3,622-18.1% | $2,9660% | $4,755-37.6% |
| Participant deferral / active EE | $1,674 | $5,549-69.8% | $4,851-65.5% | $6,713-75.1% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |