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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 | $223,929-100.0% | $154,472-100.0% | $223,929-100.0% |
| Participation rate | 0.0% | 92.9%-92.9pp | 99.5%-99.5pp | 92.9%-92.9pp |
| Annual return | 17.06% | 7.04%+10.0pp | 13.75%+3.3pp | 7.04%+10.0pp |
| Employer contribution / active EE | $0 | $11,707-100.0% | $4,536-100.0% | $11,707-100.0% |
| Participant deferral / active EE | $0 | $8,889-100.0% | $8,461-100.0% | $8,889-100.0% |
| Admin fee / account holder | $0 | $71,143-100.0% | $1,396-100.0% | $71,143-100.0% |