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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 | $49,774 | $226,105-78.0% | $182,540-72.7% | $152,897-67.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -0.56% | 192.58%-193.1pp | 148.58%-149.1pp | 345.43%-346.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6 | $6,370-99.9% | $5,525-99.9% | $5,851-99.9% |
| Admin fee / account holder | $279 | $10,706-97.4% | $8,593-96.8% | $11,599-97.6% |