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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 | $587,889-100.0% | $384,499-100.0% | $587,889-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 95.2%-95.2pp | 87.9%-87.9pp |
| Annual return | 9.86% | 19.70%-9.8pp | 1.71%+8.1pp | 19.70%-9.8pp |
| Employer contribution / active EE | $3,000 | $21,263-85.9% | $46,595-93.6% | $21,263-85.9% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $3,790-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $347,989-100.0% | $49,457-100.0% |