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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 | $534,210-100.0% | $589,148-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 78.9%-78.9pp | 89.6%-89.6pp |
| Annual return | 0.97% | 10.40%-9.4pp | 4.37%-3.4pp | 10.40%-9.4pp |
| Employer contribution / active EE | $83,333 | $19,440+328.7% | $34,823+139.3% | $19,440+328.7% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $7,344-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $16,101-100.0% | $14,821-100.0% |