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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 | $30,302 | $190,862-84.1% | $159,991-81.1% | $134,509-77.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.67% | 552.59%-578.3pp | 408.82%-434.5pp | 418.13%-443.8pp |
| Employer contribution / active EE | $2,640 | $4,995-47.1% | $4,225-37.5% | $4,741-44.3% |
| Participant deferral / active EE | $800 | $6,924-88.4% | $6,183-87.1% | $6,400-87.5% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |