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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 | $468,231-100.0% | $467,873-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 97.8%-97.8pp | 97.8%-97.8pp | 93.7%-93.7pp |
| Annual return | 113.36% | 34.80%+78.6pp | 34.76%+78.6pp | 24.97%+88.4pp |
| Employer contribution / active EE | $2,718 | $30,904-91.2% | $32,713-91.7% | $28,334-90.4% |
| Participant deferral / active EE | $4,679 | $11,835-60.5% | $11,835-60.5% | $7,967-41.3% |
| Admin fee / account holder | $0 | $18,118-100.0% | $18,118-100.0% | $20,852-100.0% |