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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 | $88,624-100.0% | $51,262-100.0% | $88,624-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 100.0%-100.0pp | 75.4%-75.4pp |
| Annual return | 26.05% | 20.98%+5.1pp | 19.11%+6.9pp | 20.98%+5.1pp |
| Employer contribution / active EE | $1,054 | $10,539-90.0% | $1,058-0.4% | $10,539-90.0% |
| Participant deferral / active EE | $5,756 | $4,086+40.9% | $3,682+56.3% | $4,086+40.9% |
| Admin fee / account holder | $0 | $970-100.0% | $5,135-100.0% | $970-100.0% |