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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 | $11,989 | $99,668-88.0% | $86,451-86.1% | $134,545-91.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.37% | 6789.61%-6817.0pp | 4398.51%-4425.9pp | 418.37%-445.7pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,116 | $7,249-84.6% | $6,953-84.0% | $6,401-82.6% |
| Admin fee / account holder | $98 | $8,377-98.8% | $6,734-98.5% | $11,431-99.1% |