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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 | $151,892-100.0% | $96,608-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 48.8%-48.8pp | 34.7%-34.7pp |
| Annual return | 11.98% | 4.45%+7.5pp | 5.63%+6.3pp | 12.28%-0.3pp |
| Employer contribution / active EE | $0 | $32,850-100.0% | $24,733-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $689-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $26,557-100.0% | $16,781-100.0% | $47,656-100.0% |