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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 | $50,245 | $138,078-63.6% | $125,363-59.9% | $134,509-62.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -44.72% | 750.49%-795.2pp | 572.15%-616.9pp | 418.13%-462.9pp |
| Employer contribution / active EE | $37,500 | $5,245+615.0% | $4,815+678.9% | $4,741+691.1% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $230 | $11,566-98.0% | $10,005-97.7% | $11,427-98.0% |