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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 | $32,015 | $103,038-68.9% | $90,324-64.6% | $152,909-79.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -1.22% | 95.25%-96.5pp | 78.15%-79.4pp | 345.46%-346.7pp |
| Employer contribution / active EE | $7,257 | $3,141+131.1% | $2,856+154.1% | $4,764+52.3% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |