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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 | $33,981-100.0% | $893,103-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 63.2%-63.2pp | 15.3%-15.3pp |
| Annual return | 3.49% | 10.01%-6.5pp | 10.53%-7.0pp | 9.75%-6.3pp |
| Employer contribution / active EE | $8,146 | $6,930+17.5% | $32,400-74.9% | $13,830-41.1% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $4,376-100.0% | $2,810-100.0% |