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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 | $36,224-100.0% | $256,363-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 34.2%-34.2pp | 2.7%-2.7pp |
| Annual return | 12.41% | 8.35%+4.1pp | 5.46%+6.9pp | 8.35%+4.1pp |
| Employer contribution / active EE | $2,123 | $17,935-88.2% | $28,604-92.6% | $17,935-88.2% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $20-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $6,551-100.0% | $200-100.0% |