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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 | $167,362-100.0% | $143,799-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -21.90% | 0.47%-22.4pp | -0.04%-21.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,345 | $5,620-76.1% | $4,952-72.8% | $4,741-71.6% |
| Participant deferral / active EE | $1,864 | $6,447-71.1% | $5,638-66.9% | $6,401-70.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |