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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 | $2,578,824-100.0% | $2,578,824-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 33.3%-33.3pp | 31.0%-31.0pp |
| Annual return | 90.39% | 2.75%+87.6pp | 2.86%+87.5pp | 14.18%+76.2pp |
| Employer contribution / active EE | $0 | $27,928-100.0% | $27,232-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $24,997-100.0% | $24,997-100.0% | $17,688-100.0% |