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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 | $18,461 | $138,114-86.6% | $125,391-85.3% | $134,545-86.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -26.35% | 750.88%-777.2pp | 572.41%-598.8pp | 418.37%-444.7pp |
| Employer contribution / active EE | $18,985 | $5,246+261.9% | $4,816+294.2% | $4,742+300.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $92 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |