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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 | $65,555-100.0% | $86,216-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.0%-69.0pp | 67.2%-67.2pp |
| Annual return | 23.02% | 46.07%-23.1pp | 1169.42%-1146.4pp | 160.72%-137.7pp |
| Employer contribution / active EE | $193 | $1,553-87.6% | $2,382-91.9% | $2,671-92.8% |
| Participant deferral / active EE | $730 | $3,023-75.9% | $3,986-81.7% | $4,126-82.3% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |