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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 | $84,236-100.0% | $170,439-100.0% | $70,124-100.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 5.09% | 23.06%-18.0pp | 205.94%-200.8pp | 73.14%-68.1pp |
| Employer contribution / active EE | $813 | $3,387-76.0% | $5,433-85.0% | $2,342-65.3% |
| Participant deferral / active EE | $298 | $3,086-90.4% | $4,939-94.0% | $3,332-91.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |