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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 | $57,619 | $135,645-57.5% | $110,243-47.7% | $135,380-57.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -10.53% | 513.24%-523.8pp | 314.76%-325.3pp | 519.81%-530.3pp |
| Employer contribution / active EE | $10,000 | $4,907+103.8% | $3,827+161.3% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |