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Employer 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 | $444,773-100.0% | $444,773-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.8%-50.8pp | 42.7%-42.7pp | 34.1%-34.1pp |
| Annual return | -1.76% | 6.34%-8.1pp | 6.38%-8.1pp | 13.02%-14.8pp |
| Employer contribution / active EE | $3,875 | $40,783-90.5% | $39,647-90.2% | $34,257-88.7% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $37,010-100.0% | $37,010-100.0% | $39,117-100.0% |