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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 | $145,030-100.0% | $333,750-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.0%-22.0pp | 48.6%-48.6pp | 9.9%-9.9pp |
| Annual return | -6.12% | -9.30%+3.2pp | -9.60%+3.5pp | -5.25%-0.9pp |
| Employer contribution / active EE | $1,964 | $12,370-84.1% | $56,630-96.5% | $15,161-87.0% |
| Participant deferral / active EE | $0 | $204-100.0% | $124-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,688-100.0% | $5,181-100.0% | $3,859-100.0% |