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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 | $21,815 | $92,766-76.5% | $82,763-73.6% | $134,545-83.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.73% | 946.97%-971.7pp | 702.45%-727.2pp | 418.37%-443.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $920 | $4,802-80.8% | $4,395-79.1% | $6,401-85.6% |
| Admin fee / account holder | $12 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |