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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 | $14,720 | $88,585-83.4% | $69,884-78.9% | $134,532-89.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.63% | 442.80%-464.4pp | 190.81%-212.4pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,850 | $3,235-11.9% | $2,560+11.3% | $4,741-39.9% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |