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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 | $154,909 | $96,643+60.3% | $86,617+78.8% | $139,456+11.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -31.67% | 106.57%-138.2pp | 591.91%-623.6pp | 373.45%-405.1pp |
| Employer contribution / active EE | $500 | $3,264-84.7% | $3,023-83.5% | $4,753-89.5% |
| Participant deferral / active EE | $500 | $4,835-89.7% | $4,437-88.7% | $6,711-92.5% |
| Admin fee / account holder | $8 | $6,406-99.9% | $5,613-99.9% | $11,407-99.9% |