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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 | $5,052 | $88,754-94.3% | $81,820-93.8% | $145,877-96.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -0.26% | 1031.77%-1032.0pp | 777.93%-778.2pp | 551.28%-551.5pp |
| Employer contribution / active EE | $2,130 | $3,085-30.9% | $2,915-26.9% | $4,663-54.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |