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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 | $71,809-100.0% | $61,048-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 79.3%-79.3pp | 82.5%-82.5pp |
| Annual return | 8.74% | 29.74%-21.0pp | 26.18%-17.4pp | 345.43%-336.7pp |
| Employer contribution / active EE | $2,418 | $4,545-46.8% | $3,716-34.9% | $4,764-49.2% |
| Participant deferral / active EE | $484 | $5,467-91.1% | $4,470-89.2% | $5,851-91.7% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,599-100.0% |