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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 | $162,152-100.0% | $162,152-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 34.7%-34.7pp |
| Annual return | 21.60% | 15.71%+5.9pp | 15.10%+6.5pp | 12.28%+9.3pp |
| Employer contribution / active EE | $125,000 | $37,276+235.3% | $33,723+270.7% | $34,589+261.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $170-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $47,656-100.0% |