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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 | $62,279 | $183,988-66.2% | $162,177-61.6% | $152,897-59.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -7.62% | 150.79%-158.4pp | 115.60%-123.2pp | 345.43%-353.1pp |
| Employer contribution / active EE | $11,716 | $6,370+83.9% | $5,613+108.7% | $4,764+145.9% |
| Participant deferral / active EE | $750 | $8,032-90.7% | $7,297-89.7% | $5,851-87.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |