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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 | $94,912 | $180,459-47.4% | $154,108-38.4% | $135,380-29.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -33.14% | 888.21%-921.3pp | 735.21%-768.3pp | 519.81%-552.9pp |
| Employer contribution / active EE | $30,000 | $6,035+397.1% | $5,298+466.3% | $4,779+527.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |