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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 | $28,200 | $165,381-82.9% | $149,730-81.2% | $158,966-82.3% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 21.70% | 348.29%-326.6pp | 276.70%-255.0pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,270 | $5,104-75.1% | $4,645-72.7% | $4,762-73.3% |
| Participant deferral / active EE | $1,607 | $7,182-77.6% | $6,843-76.5% | $5,983-73.1% |
| Admin fee / account holder | $247 | $10,809-97.7% | $9,310-97.3% | $11,250-97.8% |