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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 | $2,703,652-100.0% | $2,703,652-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.9%-55.9pp |
| Annual return | -0.09% | 4.23%-4.3pp | 7.26%-7.3pp | 24.44%-24.5pp |
| Employer contribution / active EE | $125,000 | $53,056+135.6% | $34,949+257.7% | $41,344+202.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |