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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 | $90,671-100.0% | $85,826-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 72.9%-72.9pp | 87.7%-87.7pp |
| Annual return | 19.83% | -14.82%+34.7pp | -10.29%+30.1pp | 248.85%-229.0pp |
| Employer contribution / active EE | $3,334 | $10,032-66.8% | $6,831-51.2% | $8,036-58.5% |
| Participant deferral / active EE | $5,149 | $4,675+10.1% | $3,752+37.2% | $5,727-10.1% |
| Admin fee / account holder | $0 | $4,773-100.0% | $4,820-100.0% | $30,732-100.0% |