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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 | $77,814-100.0% | $158,223-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 68.4%-68.4pp | 79.2%-79.2pp | 69.5%-69.5pp |
| Annual return | 3.87% | 30.54%-26.7pp | 52.09%-48.2pp | 25.83%-22.0pp |
| Employer contribution / active EE | $447 | $2,592-82.7% | $4,109-89.1% | $2,584-82.7% |
| Participant deferral / active EE | $447 | $3,270-86.3% | $5,467-91.8% | $4,194-89.3% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |