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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 | $38,054 | $138,114-72.4% | $125,391-69.7% | $134,545-71.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.40% | 750.88%-776.3pp | 572.41%-597.8pp | 418.37%-443.8pp |
| Employer contribution / active EE | $9,197 | $5,246+75.3% | $4,816+91.0% | $4,742+94.0% |
| Participant deferral / active EE | $1,181 | $7,801-84.9% | $7,448-84.1% | $6,401-81.5% |
| Admin fee / account holder | $19 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |