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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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 37.9%-37.9pp | 47.3%-47.3pp |
| Annual return | 2.45% | 10.22%-7.8pp | 10.56%-8.1pp | 12.16%-9.7pp |
| Employer contribution / active EE | $43,673 | $37,392+16.8% | $30,199+44.6% | $44,747-2.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |