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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 | $12,197 | $72,403-83.2% | $67,524-81.9% | $145,978-91.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.30% | 7197.23%-7196.9pp | 3519.41%-3519.1pp | 550.52%-550.2pp |
| Employer contribution / active EE | $11,816 | $3,072+284.7% | $2,734+332.2% | $4,662+153.5% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |