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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 | $118,035-100.0% | $118,035-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 33.3%-33.3pp | 34.7%-34.7pp |
| Annual return | 15.08% | 3.71%+11.4pp | 4.15%+10.9pp | 12.28%+2.8pp |
| Employer contribution / active EE | $37,500 | $32,953+13.8% | $30,645+22.4% | $34,589+8.4% |
| Participant deferral / active EE | $0 | $62-100.0% | $57-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $3,644-100.0% | $3,644-100.0% | $47,656-100.0% |