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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $531,493-100.0% | $270,286-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 86.9%-86.9pp | 93.3%-93.3pp | 86.9%-86.9pp |
| Annual return | 40.13% | 9.90%+30.2pp | 2.13%+38.0pp | 9.90%+30.2pp |
| Employer contribution / active EE | $27,097 | $22,507+20.4% | $10,655+154.3% | $22,507+20.4% |
| Participant deferral / active EE | $0 | $6,071-100.0% | $3,981-100.0% | $6,071-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $13,990-100.0% | $42,466-100.0% |