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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 | $40,761 | $138,102-70.5% | $125,381-67.5% | $134,532-69.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.65% | 750.73%-783.4pp | 572.31%-605.0pp | 418.27%-450.9pp |
| Employer contribution / active EE | $1,183 | $5,245-77.5% | $4,815-75.4% | $4,741-75.1% |
| Participant deferral / active EE | $2,000 | $7,801-74.4% | $7,448-73.1% | $6,401-68.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |