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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 | $317,758-100.0% | $310,574-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.9%-43.9pp |
| Annual return | 10.04% | 8.11%+1.9pp | 8.05%+2.0pp | 13.05%-3.0pp |
| Employer contribution / active EE | $2,355 | $44,186-94.7% | $42,683-94.5% | $37,651-93.7% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,074-100.0% |