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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 | $196,569-100.0% | $110,417-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 58.0%-58.0pp | 27.7%-27.7pp |
| Annual return | 8.85% | 0.70%+8.2pp | 4.13%+4.7pp | 15.59%-6.7pp |
| Employer contribution / active EE | $0 | $22,011-100.0% | $15,783-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $588-100.0% | $1,006-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $21,009-100.0% |