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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 | $421,797-100.0% | $339,002-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 39.1%-39.1pp | 55.9%-55.9pp |
| Annual return | -1.52% | 13.48%-15.0pp | 12.78%-14.3pp | 24.44%-26.0pp |
| Employer contribution / active EE | $110,000 | $49,647+121.6% | $44,816+145.5% | $41,344+166.1% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,396-100.0% | $2,002-100.0% | $22,013-100.0% |