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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 | $362,881-100.0% | $342,735-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 90.7%-90.7pp | 85.4%-85.4pp | 86.9%-86.9pp |
| Annual return | 0.00% | 10.48%-10.5pp | 10.74%-10.7pp | 9.82%-9.8pp |
| Employer contribution / active EE | $140,000 | $17,974+678.9% | $18,336+663.5% | $22,221+530.0% |
| Participant deferral / active EE | $0 | $9,202-100.0% | $8,567-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $866-100.0% | $1,244-100.0% | $42,466-100.0% |