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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 | $58,892 | $209,422-71.9% | $178,503-67.0% | $158,982-63.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.47% | 188.81%-195.3pp | 151.12%-157.6pp | 302.99%-309.5pp |
| Employer contribution / active EE | $10,238 | $5,707+79.4% | $5,011+104.3% | $4,763+115.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $59 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |