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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 | $37,340 | $134,817-72.3% | $123,973-69.9% | $155,188-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -3.63% | 515.49%-519.1pp | 388.13%-391.8pp | 148.84%-152.5pp |
| Employer contribution / active EE | $25,152 | $4,425+468.4% | $4,126+509.6% | $4,248+492.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |