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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 | $25,048 | $92,766-73.0% | $82,763-69.7% | $134,545-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.16% | 946.97%-969.1pp | 702.45%-724.6pp | 418.37%-440.5pp |
| Employer contribution / active EE | $4,850 | $3,273+48.2% | $3,008+61.2% | $4,742+2.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |