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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 | $41,875 | $217,392-80.7% | $185,818-77.5% | $167,497-75.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -15.75% | 148.37%-164.1pp | 122.06%-137.8pp | 478.62%-494.4pp |
| Employer contribution / active EE | $8,682 | $5,873+47.8% | $5,168+68.0% | $4,838+79.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |