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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 | $161,352-100.0% | $134,172-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.5%-72.5pp | 80.0%-80.0pp |
| Annual return | 8.39% | 28.72%-20.3pp | 25.30%-16.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,158 | $4,099-71.8% | $3,420-66.1% | $4,156-72.1% |
| Participant deferral / active EE | $761 | $5,552-86.3% | $4,690-83.8% | $6,407-88.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |