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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 | $27,383 | $97,732-72.0% | $83,831-67.3% | $135,380-79.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.35% | 1287.56%-1297.9pp | 850.99%-861.3pp | 519.81%-530.2pp |
| Employer contribution / active EE | $7,808 | $4,222+84.9% | $3,631+115.0% | $4,779+63.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $97 | $6,675-98.5% | $5,479-98.2% | $10,828-99.1% |