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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 | $58,627-100.0% | $76,735-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 69.5%-69.5pp | 68.1%-68.1pp |
| Annual return | 8.47% | 39.10%-30.6pp | 29.77%-21.3pp | 41.64%-33.2pp |
| Employer contribution / active EE | $6,863 | $1,729+296.9% | $2,454+179.6% | $2,551+169.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |