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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 | $185,225-100.0% | $142,898-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 78.5%-78.5pp | 72.0%-72.0pp | 82.1%-82.1pp |
| Annual return | 4.76% | 8558.12%-8553.4pp | 5639.64%-5634.9pp | 478.82%-474.1pp |
| Employer contribution / active EE | $121 | $5,607-97.8% | $4,146-97.1% | $4,839-97.5% |
| Participant deferral / active EE | $121 | $4,496-97.3% | $3,838-96.8% | $6,342-98.1% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |