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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 | $67,087 | $99,652-32.7% | $78,778-14.8% | $147,586-54.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -0.30% | 47.28%-47.6pp | 35.62%-35.9pp | 578.59%-578.9pp |
| Employer contribution / active EE | $2,500 | $2,796-10.6% | $1,986+25.9% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |