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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 | $741,882-100.0% | $741,882-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 34.1%-34.1pp |
| Annual return | 16.16% | 6.27%+9.9pp | 7.16%+9.0pp | 13.02%+3.1pp |
| Employer contribution / active EE | $0 | $30,542-100.0% | $28,188-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $39,117-100.0% |