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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,245-100.0% | $84,245-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 7.1%-7.1pp | 31.0%-31.0pp |
| Annual return | -1.43% | 0.05%-1.5pp | 1.43%-2.9pp | 14.18%-15.6pp |
| Employer contribution / active EE | $21,875 | $17,913+22.1% | $17,287+26.5% | $33,339-34.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $380-100.0% | $380-100.0% | $17,688-100.0% |