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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 | $162,152-100.0% | $162,152-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 35.7%-35.7pp |
| Annual return | 12.82% | 14.78%-2.0pp | 14.20%-1.4pp | 15.19%-2.4pp |
| Employer contribution / active EE | $3,810 | $36,460-89.6% | $32,636-88.3% | $34,877-89.1% |
| Participant deferral / active EE | $0 | $141-100.0% | $132-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $50,584-100.0% |