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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 | $264,545-100.0% | $186,774-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 55.8%-55.8pp | 55.9%-55.9pp |
| Annual return | 1.30% | 8.01%-6.7pp | 7.78%-6.5pp | 24.44%-23.1pp |
| Employer contribution / active EE | $200,000 | $41,524+381.6% | $32,517+515.1% | $41,344+383.7% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,053-100.0% | $3,044-100.0% | $22,013-100.0% |