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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 | $47,463 | $99,017-52.1% | $86,587-45.2% | $147,585-67.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -3.02% | 1312.37%-1315.4pp | 964.86%-967.9pp | 578.56%-581.6pp |
| Employer contribution / active EE | $8,389 | $3,132+167.8% | $2,839+195.4% | $4,876+72.0% |
| Participant deferral / active EE | $260 | $3,972-93.5% | $3,609-92.8% | $5,439-95.2% |
| Admin fee / account holder | $42 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |