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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 | $115,755 | $88,585+30.7% | $69,884+65.6% | $134,532-14.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -25.06% | 442.80%-467.9pp | 190.81%-215.9pp | 418.27%-443.3pp |
| Employer contribution / active EE | $26,415 | $3,235+716.6% | $2,560+931.8% | $4,741+457.2% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |