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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 | $202,345-100.0% | $172,755-100.0% | $152,885-100.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -109.97% | 1029.77%-1139.7pp | 802.94%-912.9pp | 345.39%-455.4pp |
| Employer contribution / active EE | $3,159 | $5,858-46.1% | $5,144-38.6% | $4,763-33.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |