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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 | $31,820 | $160,059-80.1% | $140,019-77.3% | $135,380-76.5% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -17.59% | 911.48%-929.1pp | 651.17%-668.8pp | 519.81%-537.4pp |
| Employer contribution / active EE | $9,306 | $6,420+45.0% | $5,605+66.0% | $4,779+94.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |