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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 | $81,675-100.0% | $81,675-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 60.0%-60.0pp | 31.0%-31.0pp |
| Annual return | -4.41% | 11.62%-16.0pp | 11.42%-15.8pp | 14.18%-18.6pp |
| Employer contribution / active EE | $33,333 | $36,177-7.9% | $33,172+0.5% | $33,3390% |
| Participant deferral / active EE | $0 | $39-100.0% | $37-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $17,688-100.0% |