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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 | $138,958 | $209,405-33.6% | $178,486-22.1% | $158,931-12.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.81% | 188.77%-189.6pp | 151.08%-151.9pp | 302.86%-303.7pp |
| Employer contribution / active EE | $10,800 | $5,707+89.3% | $5,011+115.5% | $4,761+126.8% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |