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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 | $317,036-100.0% | $671,907-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 13.0%-13.0pp |
| Annual return | 32.98% | 16.71%+16.3pp | 10.76%+22.2pp | 13.59%+19.4pp |
| Employer contribution / active EE | $4,690 | $24,701-81.0% | $68,795-93.2% | $14,592-67.9% |
| Participant deferral / active EE | $0 | $0 | $229-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $6,717-100.0% | $29,657-100.0% |