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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 | $32,815 | $160,059-79.5% | $140,019-76.6% | $135,382-75.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -20.48% | 911.44%-931.9pp | 651.15%-671.6pp | 519.77%-540.3pp |
| Employer contribution / active EE | $2,772 | $6,420-56.8% | $5,605-50.6% | $4,779-42.0% |
| Participant deferral / active EE | $1,100 | $7,641-85.6% | $6,927-84.1% | $5,609-80.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |