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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 | $211,956 | $103,000+105.8% | $90,300+134.7% | $152,885+38.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -4.24% | 95.19%-99.4pp | 78.11%-82.4pp | 345.39%-349.6pp |
| Employer contribution / active EE | $29,500 | $3,138+839.9% | $2,854+933.6% | $4,763+519.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |