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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 | $71,230-100.0% | $93,727-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 14.11% | 11.26%+2.9pp | 133.83%-119.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $206 | $1,565-86.9% | $2,421-91.5% | $2,757-92.5% |
| Participant deferral / active EE | $614 | $4,037-84.8% | $4,417-86.1% | $4,300-85.7% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |