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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 | $167,546-100.0% | $127,144-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 62.9%-62.9pp | 45.9%-45.9pp |
| Annual return | 3.33% | 8.06%-4.7pp | 9.35%-6.0pp | 10.21%-6.9pp |
| Employer contribution / active EE | $2,261 | $36,021-93.7% | $25,504-91.1% | $42,272-94.7% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $1,066-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,337-100.0% | $2,049-100.0% | $13,518-100.0% |