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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 | $40,491 | $92,743-56.3% | $82,744-51.1% | $134,532-69.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -22.15% | 946.63%-968.8pp | 702.22%-724.4pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,890 | $3,273-11.7% | $3,008-3.9% | $4,741-39.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21 | $5,977-99.6% | $5,325-99.6% | $11,429-99.8% |