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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 | $227,811-100.0% | $157,677-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.7%-43.7pp |
| Annual return | -2.31% | 8.41%-10.7pp | 8.41%-10.7pp | 13.05%-15.4pp |
| Employer contribution / active EE | $22,222 | $45,693-51.4% | $41,333-46.2% | $37,664-41.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |