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Employer 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 | $274,636-100.0% | $247,190-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | -1.37% | 7.44%-8.8pp | 7.87%-9.2pp | 259.17%-260.5pp |
| Employer contribution / active EE | $0 | $36,975-100.0% | $31,784-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $2,156 | $171+1161.1% | $241+795.8% | $153+1308.6% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,502-100.0% |