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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 | $27,482 | $124,175-77.9% | $108,405-74.6% | $167,553-83.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -2.66% | 1380.13%-1382.8pp | 905.55%-908.2pp | 478.89%-481.6pp |
| Employer contribution / active EE | $3,122 | $4,188-25.4% | $3,559-12.3% | $4,840-35.5% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $186 | $9,457-98.0% | $7,297-97.5% | $12,316-98.5% |