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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 | $29,416 | $138,114-78.7% | $125,391-76.5% | $134,545-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.29% | 750.88%-776.2pp | 572.41%-597.7pp | 418.37%-443.7pp |
| Employer contribution / active EE | $4,414 | $5,246-15.9% | $4,816-8.3% | $4,742-6.9% |
| Participant deferral / active EE | $2,453 | $7,801-68.6% | $7,448-67.1% | $6,401-61.7% |
| Admin fee / account holder | $52 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |