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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 | $358,721-100.0% | $319,563-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 41.2%-41.2pp | 43.7%-43.7pp |
| Annual return | -80.26% | 6.80%-87.1pp | 7.24%-87.5pp | 13.05%-93.3pp |
| Employer contribution / active EE | $20,000 | $35,435-43.6% | $33,207-39.8% | $37,664-46.9% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $31,365-100.0% |