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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 | $24,265-100.0% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 10.4%-10.4pp |
| Annual return | 3.61% | 9.12%-5.5pp | 78.99%-75.4pp | 9.31%-5.7pp |
| Employer contribution / active EE | $10,250 | $6,627+54.7% | $29,717-65.5% | $13,179-22.2% |
| Participant deferral / active EE | $0 | $58-100.0% | $224-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |