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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 | $9,421 | $92,766-89.8% | $82,763-88.6% | $134,545-93.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -52.18% | 946.97%-999.2pp | 702.45%-754.6pp | 418.37%-470.6pp |
| Employer contribution / active EE | $1,171 | $3,273-64.2% | $3,008-61.1% | $4,742-75.3% |
| Participant deferral / active EE | $312 | $4,802-93.5% | $4,395-92.9% | $6,401-95.1% |
| Admin fee / account holder | $105 | $5,978-98.2% | $5,325-98.0% | $11,431-99.1% |