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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 | $185,887-100.0% | $179,823-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.9%-43.9pp |
| Annual return | 2.86% | 173.56%-170.7pp | 148.32%-145.5pp | 13.05%-10.2pp |
| Employer contribution / active EE | $100,783 | $30,788+227.4% | $26,818+275.8% | $37,647+167.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $30,946-100.0% |