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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 | $3,219,907-100.0% | $3,219,907-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 10.0%-10.0pp | 43.9%-43.9pp |
| Annual return | 15.05% | 0.58%+14.5pp | 3.48%+11.6pp | 13.05%+2.0pp |
| Employer contribution / active EE | $0 | $47,609-100.0% | $31,780-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,074-100.0% |