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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 | $89,367-100.0% | $141,191-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 14.31% | 111.87%-97.6pp | 71.41%-57.1pp | 81.01%-66.7pp |
| Employer contribution / active EE | $1,939 | $3,115-37.7% | $4,736-59.1% | $2,440-20.5% |
| Participant deferral / active EE | $2,197 | $5,419-59.5% | $6,710-67.3% | $3,608-39.1% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |