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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 | $167,353-100.0% | $143,797-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -23.80% | 0.48%-24.3pp | -0.04%-23.8pp | 418.37%-442.2pp |
| Employer contribution / active EE | $1,365 | $5,620-75.7% | $4,952-72.4% | $4,742-71.2% |
| Participant deferral / active EE | $267 | $6,447-95.9% | $5,638-95.3% | $6,401-95.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |