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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 | $28,517 | $180,459-84.2% | $154,108-81.5% | $135,380-78.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -15.20% | 888.21%-903.4pp | 735.21%-750.4pp | 519.81%-535.0pp |
| Employer contribution / active EE | $11,993 | $6,035+98.7% | $5,298+126.4% | $4,779+151.0% |
| Participant deferral / active EE | $807 | $5,806-86.1% | $5,081-84.1% | $5,609-85.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |