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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 | $65,712-100.0% | $57,196-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 5.56% | 22.01%-16.5pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $261 | $3,280-92.1% | $2,683-90.3% | $4,869-94.6% |
| Participant deferral / active EE | $296 | $3,782-92.2% | $3,096-90.4% | $5,287-94.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |