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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 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 1.30% | 37.67%-36.4pp | 35.15%-33.9pp | 24.44%-23.1pp |
| Employer contribution / active EE | $13,500 | $48,360-72.1% | $46,389-70.9% | $41,348-67.3% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |