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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,001-100.0% | $50,647-100.0% | $71,001-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 86.9%-86.9pp | 68.0%-68.0pp |
| Annual return | 5.23% | 11.49%-6.3pp | 12.71%-7.5pp | 11.49%-6.3pp |
| Employer contribution / active EE | $390 | $16,488-97.6% | $2,036-80.8% | $16,488-97.6% |
| Participant deferral / active EE | $969 | $1,342-27.8% | $1,693-42.8% | $1,342-27.8% |
| Admin fee / account holder | $0 | $2,971-100.0% | $187-100.0% | $2,971-100.0% |