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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 | $9,287 | $109,872-91.5% | $98,483-90.6% | $167,536-94.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -66.16% | 1959.31%-2025.5pp | 1494.38%-1560.5pp | 478.82%-545.0pp |
| Employer contribution / active EE | $435 | $3,225-86.5% | $2,961-85.3% | $4,839-91.0% |
| Participant deferral / active EE | $729 | $4,673-84.4% | $4,276-83.0% | $6,342-88.5% |
| Admin fee / account holder | $18 | $6,757-99.7% | $5,953-99.7% | $12,315-99.9% |