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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 | $11,369 | $90,617-87.5% | $79,476-85.7% | $135,382-91.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 977.57%-987.9pp | 718.21%-728.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $1,916 | $3,068-37.5% | $2,800-31.6% | $4,779-59.9% |
| Participant deferral / active EE | $169 | $4,050-95.8% | $3,704-95.4% | $5,609-97.0% |
| Admin fee / account holder | $9 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |