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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 | $72,012-100.0% | $185,827-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 1.80% | 23.12%-21.3pp | 35.96%-34.2pp | 31.72%-29.9pp |
| Employer contribution / active EE | $422 | $1,965-78.5% | $4,087-89.7% | $2,471-82.9% |
| Participant deferral / active EE | $422 | $3,779-88.8% | $5,633-92.5% | $3,740-88.7% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |