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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 | $42,383 | $150,446-71.8% | $136,297-68.9% | $147,585-71.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -53.65% | 1049.14%-1102.8pp | 5156.19%-5209.8pp | 578.58%-632.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $488 | $6,631-92.6% | $6,247-92.2% | $5,439-91.0% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |