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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 | $32,253 | $156,616-79.4% | $133,346-75.8% | $198,609-83.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 4.28% | 44.25%-40.0pp | 36.85%-32.6pp | 202.70%-198.4pp |
| Employer contribution / active EE | $5,250 | $3,368+55.9% | $2,853+84.0% | $5,055+3.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |