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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 | $545,454-100.0% | $534,296-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 94.8%-94.8pp | 92.1%-92.1pp | 90.6%-90.6pp |
| Annual return | -7.52% | -0.06%-7.5pp | 0.02%-7.5pp | 10.77%-18.3pp |
| Employer contribution / active EE | $11,667 | $34,675-66.4% | $34,080-65.8% | $26,022-55.2% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $11,320-100.0% | $11,850-100.0% | $18,309-100.0% |