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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 | $69,955 | $197,819-64.6% | $155,789-55.1% | $125,389-44.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 76.1%+17.7pp | 83.2%+10.6pp |
| Annual return | -17.43% | 86.73%-104.2pp | 71.54%-89.0pp | 282.24%-299.7pp |
| Employer contribution / active EE | $7,248 | $4,850+49.4% | $3,839+88.8% | $4,866+49.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |