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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 | $17,231 | $97,729-82.4% | $83,830-79.4% | $135,379-87.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.13% | 1287.52%-1298.7pp | 850.97%-862.1pp | 519.79%-530.9pp |
| Employer contribution / active EE | $918 | $4,222-78.3% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $265 | $6,674-96.0% | $5,479-95.2% | $10,828-97.6% |