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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 | $15,740 | $97,732-83.9% | $83,831-81.2% | $135,380-88.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.69% | 1287.56%-1299.2pp | 850.99%-862.7pp | 519.81%-531.5pp |
| Employer contribution / active EE | $871 | $4,222-79.4% | $3,631-76.0% | $4,779-81.8% |
| Participant deferral / active EE | $871 | $4,683-81.4% | $4,082-78.7% | $5,609-84.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |