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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 | $587,889-100.0% | $723,773-100.0% | $587,889-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 77.8%-77.8pp | 87.9%-87.9pp |
| Annual return | -0.10% | 19.70%-19.8pp | 3.81%-3.9pp | 19.70%-19.8pp |
| Employer contribution / active EE | $18,750 | $21,263-11.8% | $18,837-0.5% | $21,263-11.8% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,555-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $13,563-100.0% | $49,457-100.0% |