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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 | $208,626 | $102,663+103.2% | $86,216+142.0% | $139,466+49.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -1.14% | 1924.52%-1925.7pp | 1169.42%-1170.6pp | 373.66%-374.8pp |
| Employer contribution / active EE | $1,908 | $3,035-37.1% | $2,382-19.9% | $4,754-59.9% |
| Participant deferral / active EE | $869 | $4,677-81.4% | $3,986-78.2% | $6,712-87.1% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |