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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 | $84,047 | $90,606-7.2% | $79,466+5.8% | $135,379-37.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.82% | 977.69%-988.5pp | 718.28%-729.1pp | 519.79%-530.6pp |
| Employer contribution / active EE | $5,115 | $3,068+66.7% | $2,800+82.7% | $4,779+7.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $200 | $5,895-96.6% | $5,104-96.1% | $10,828-98.2% |