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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 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 2.22% | 12.37%-10.1pp | 11.08%-8.9pp | 18.35%-16.1pp |
| Employer contribution / active EE | $8,320 | $8,964-7.2% | $28,418-70.7% | $14,669-43.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |