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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 | $53,087 | $107,941-50.8% | $91,994-42.3% | $152,897-65.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | -65.60% | 89.28%-154.9pp | 69.04%-134.6pp | 345.43%-411.0pp |
| Employer contribution / active EE | $38,939 | $4,212+824.6% | $3,453+1027.8% | $4,764+717.4% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |